FFA
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Farther Finance Advisors’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Farther Finance Advisors’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
Q3 		$511K Sell
5,785
-361
-6% -$34.1K ﹤0.01% 1575
2026
Q2 		$582K Buy
6,146
+1,240
+25% +$111K ﹤0.01% 1453
2026
Q1 		$411K Sell
4,906
-1,549
-24% -$133K ﹤0.01% 1531
2025
Q4 		$533K Buy
+6,455
New +$541K 0.01% 1262
2025
Q1 		– Sell
-18
Closed -$1.42K – 4397
2024
Q4 		$1.42K Buy
+18
New +$1.54K ﹤0.01% 3132
2024
Q3 		– Sell
-1
Closed -$74 – 4102
2024
Q2 		$74 Buy
+1
New +$73 ﹤0.01% 3643

Other funds holding REZ

KA
Kure Advisory Plymouth, Minnesota $216M AUM 12.91% 1-Year Est. Return
SA
Sincerus Advisory New York $153M AUM 15.11% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return
GIL
Go Invest LLC West Jordan, Utah $473M AUM 9.71% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return

Farther Finance Advisors's REZ Position: Q3 2026 in Review

Farther Finance Advisors reduced its iShares Residential and Multisector Real Estate ETF (REZ) stake by 5.9% in Q3 2026, selling an estimated $34.1K and leaving 5,785 shares worth $511K. The position accounts for ﹤0.01% of the portfolio, ranked #1575.

Farther Finance Advisors first reported a position in REZ in Q2 2024 and has held it in 6 quarters since. The position peaked at $582K in Q2 2026. 14 funds tracked by Wall St. Rank hold REZ as of Q3 2026.

  • Farther Finance Advisors held 5,785 shares of iShares Residential and Multisector Real Estate ETF worth $511K as of Q3 2026.
  • Farther Finance Advisors sold 361 iShares Residential and Multisector Real Estate ETF shares in Q3 2026, an estimated $34.1K.
  • iShares Residential and Multisector Real Estate ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1575 holding.
  • Farther Finance Advisors first reported a position in iShares Residential and Multisector Real Estate ETF in Q2 2024 and has held it in 6 quarters since.
  • Farther Finance Advisors's iShares Residential and Multisector Real Estate ETF position peaked at $582K in Q2 2026.
  • 14 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.