Fonville Wealth Management’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Fonville Wealth Management’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	$5.31M	Sell	56,083 -443	-0.8%	-$39.8K	0.87%	30
2026 Q1	$4.7M	Buy	56,526 +1,562	+3%	+$134K	0.9%	30
2025 Q4	$4.54M	Buy	54,964 +3,215	+6%	+$270K	0.93%	30
2025 Q3	$4.4M	Buy	51,749 +613	+1%	+$51K	0.99%	30
2025 Q2	$4.21M	Buy	51,136 +1,152	+2%	+$94.9K	1.07%	29
2025 Q1	$4.2M	Buy	49,984 +2,896	+6%	+$242K	1.24%	26
2024 Q4	$3.82M	Buy	47,088 +2,402	+5%	+$206K	1.26%	26
2024 Q3	$3.97M	Buy	44,686 +3,726	+9%	+$312K	1.37%	26
2024 Q2	$3.15M	Buy	40,960 +5,521	+16%	+$403K	1.25%	29
2024 Q1	$2.55M	Buy	35,439 +2,793	+9%	+$197K	1.13%	31
2023 Q4	$2.4M	Buy	+32,646	New	+$2.19M	1.27%	29

Other funds holding REZ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return

Fonville Wealth Management's REZ Position: Q2 2026 in Review

Fonville Wealth Management reduced its iShares Residential and Multisector Real Estate ETF (REZ) stake by 0.78% in Q2 2026, selling an estimated $39.8K and leaving 56,083 shares worth $5.31M. The position accounts for 0.87% of the portfolio, ranked #30.

Fonville Wealth Management first reported a position in REZ in Q4 2023 and has held it in 11 quarters since. 165 funds tracked by Wall St. Rank hold REZ as of Q2 2026.

Fonville Wealth Management held 56,083 shares of iShares Residential and Multisector Real Estate ETF worth $5.31M as of Q2 2026.
Fonville Wealth Management sold 443 iShares Residential and Multisector Real Estate ETF shares in Q2 2026, an estimated $39.8K.
iShares Residential and Multisector Real Estate ETF made up 0.87% of Fonville Wealth Management's portfolio in Q2 2026, its #30 holding.
Fonville Wealth Management first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
165 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2026.

Based on Fonville Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.