FFA
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Founders Financial Alliance’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Founders Financial Alliance’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
2025
Q2 		– Sell
-15
Closed -$1.3K – 603
2025
Q1 		$1.3K Hold
15
– – ﹤0.01% 603
2024
Q4 		$1.22K Hold
15
– – ﹤0.01% 568
2024
Q3 		$1.33K Hold
15
– – ﹤0.01% 576
2024
Q2 		$1.16K Hold
15
– – ﹤0.01% 546
2024
Q1 		$1.08K Hold
15
– – ﹤0.01% 545
2023
Q4 		$1.1K Hold
15
– – ﹤0.01% 483
2023
Q3 		$989 Hold
15
– – ﹤0.01% 468
2023
Q2 		$1.1K Hold
15
– – ﹤0.01% 502
2023
Q1 		$1.06K Hold
15
– – ﹤0.01% 450
2022
Q4 		$1.02K Hold
15
– – ﹤0.01% 472
2022
Q3 		$1K Sell
15
-300
-95% -$24.5K ﹤0.01% 470
2022
Q2 		$25K Buy
315
+300
+2,000% +$26.1K 0.01% 391
2022
Q1 		$1K Hold
15
– – ﹤0.01% 437
2021
Q4 		$1K Hold
15
– – ﹤0.01% 481
2021
Q3 		$1K Hold
15
– – ﹤0.01% 453
2021
Q2 		$1K Hold
15
– – ﹤0.01% 475
2021
Q1 		$1K Hold
15
– – ﹤0.01% 460
2020
Q4 		$1K Hold
15
– – ﹤0.01% 412
2020
Q3 		$1K Buy
+15
New +$922 ﹤0.01% 1311

Other funds holding REZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
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
CPG
Cornerstone Planning Group Fairfield, New Jersey $749M AUM 17.97% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Founders Financial Alliance's REZ Position: Q2 2025 in Review

Founders Financial Alliance sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q2 2025, closing a stake of 15 shares — an estimated $1.3K sold.

Founders Financial Alliance first reported a position in REZ in Q3 2020 and held it in 19 quarters. The position peaked at $25K in Q2 2022. 159 funds tracked by Wall St. Rank hold REZ as of Q2 2025.

  • Founders Financial Alliance reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q2 2025 after selling out during the quarter.
  • Founders Financial Alliance sold 15 iShares Residential and Multisector Real Estate ETF shares in Q2 2025, an estimated $1.3K.
  • Founders Financial Alliance first reported a position in iShares Residential and Multisector Real Estate ETF in Q3 2020 and held it in 19 quarters.
  • Founders Financial Alliance's iShares Residential and Multisector Real Estate ETF position peaked at $25K in Q2 2022.
  • 159 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2025.

Based on Founders Financial Alliance's 13F filing for Q2 2025, filed 12 Aug 2025.