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Ferguson Shapiro’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Ferguson Shapiro’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
2024
Q4 		– Sell
-9,293
Closed -$825K – 76
2024
Q3 		$825K Buy
+9,293
New +$778K 0.31% 28

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FPTW
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Morgan Stanley
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AWM
Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return
TFA
Tobias Financial Advisors Plantation, Florida $718M AUM 15.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ferguson Shapiro's REZ Position: Q4 2024 in Review

Ferguson Shapiro sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q4 2024, closing a stake of 9,293 shares — an estimated $825K sold.

Ferguson Shapiro first reported a position in REZ in Q3 2024 and held it in 1 quarter. The position peaked at $825K in Q3 2024. 175 funds tracked by Wall St. Rank hold REZ as of Q4 2024.

  • Ferguson Shapiro reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q4 2024 after selling out during the quarter.
  • Ferguson Shapiro sold 9,293 iShares Residential and Multisector Real Estate ETF shares in Q4 2024, an estimated $825K.
  • Ferguson Shapiro first reported a position in iShares Residential and Multisector Real Estate ETF in Q3 2024 and held it in 1 quarter.
  • Ferguson Shapiro's iShares Residential and Multisector Real Estate ETF position peaked at $825K in Q3 2024.
  • 175 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q4 2024.

Based on Ferguson Shapiro's 13F filing for Q4 2024, filed 23 Jan 2025.