Family Wealth Partners’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Family Wealth Partners’s Portfolio REZ Stock Details REZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$763K	Buy	8,061 +513	+7%	+$46.1K	0.23%	52
2026 Q1	$628K	Buy	7,548 +1,615	+27%	+$139K	0.21%	52
2025 Q4	$490K	Buy	5,933 +144	+2%	+$12.1K	0.18%	54
2025 Q3	$492K	Buy	5,789 +1,992	+52%	+$166K	0.18%	52
2025 Q2	$313K	Buy	+3,797	New	+$313K	0.13%	55

Other funds holding REZ

FPTW

Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

CPG

Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

ACA

Ascension Capital Advisors Houston, Texas $356M AUM 16.16% 1-Year Est. Return

SFG

Sovereign Financial Group Stamford, Connecticut $654M AUM 32.34% 1-Year Est. Return

CWM

Castle Wealth Management West Palm Beach, Florida $338M AUM 18.79% 1-Year Est. Return

FWM

Fonville Wealth Management Richmond, Virginia $612M AUM 18.82% 1-Year Est. Return

Kure Advisory Plymouth, Minnesota $211M AUM 18.79% 1-Year Est. Return

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

Family Wealth Partners's REZ Position: Q2 2026 in Review

Family Wealth Partners increased its iShares Residential and Multisector Real Estate ETF (REZ) stake by 6.8% in Q2 2026, buying an estimated $46.1K and bringing the position to 8,061 shares worth $763K. The position accounts for 0.23% of the portfolio, ranked #52.

Family Wealth Partners first reported a position in REZ in Q2 2025 and has held it in 5 quarters since. 70 funds tracked by Wall St. Rank hold REZ as of Q2 2026.

Family Wealth Partners held 8,061 shares of iShares Residential and Multisector Real Estate ETF worth $763K as of Q2 2026.
Family Wealth Partners bought 513 iShares Residential and Multisector Real Estate ETF shares in Q2 2026, an estimated $46.1K.
iShares Residential and Multisector Real Estate ETF made up 0.23% of Family Wealth Partners's portfolio in Q2 2026, its #52 holding.
Family Wealth Partners first reported a position in iShares Residential and Multisector Real Estate ETF in Q2 2025 and has held it in 5 quarters since.
70 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2026.

Based on Family Wealth Partners's 13F filing for Q2 2026, filed 10 Jul 2026.