FWM
REZ icon

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
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

FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.61B AUM 25.58% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $749M AUM 17.97% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return