Glass Jacobson Investment Advisors’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Glass Jacobson Investment 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
2025 Q2	–	Sell	-329	Closed	-$26.6K	–	780
2025 Q1	$26.6K	Hold	329	–	–	0.01%	467
2024 Q4	$26.6K	Sell	329 -129	-28%	-$11.1K	0.01%	467
2024 Q3	$40.7K	Buy	458 +2	+0.4%	+$167	0.01%	390
2024 Q2	$35.1K	Buy	456 +147	+48%	+$10.7K	0.01%	395
2024 Q1	$22.3K	Buy	309 +1	+0.3%	+$71	0.01%	466
2023 Q4	$22.6K	Buy	308 +6	+2%	+$403	0.01%	430
2023 Q3	$19.9K	Hold	302	–	–	0.01%	423
2023 Q2	$22.1K	Buy	+302	New	+$21.6K	0.01%	419

Other funds holding REZ

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 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 $5.7B AUM 32.06% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Glass Jacobson Investment Advisors's REZ Position: Q2 2025 in Review

Glass Jacobson Investment Advisors sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q2 2025, closing a stake of 329 shares — an estimated $26.6K sold.

Glass Jacobson Investment Advisors first reported a position in REZ in Q2 2023 and held it in 8 quarters. The position peaked at $40.7K in Q3 2024. 159 funds tracked by Wall St. Rank hold REZ as of Q2 2025.

Glass Jacobson Investment Advisors reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q2 2025 after selling out during the quarter.
Glass Jacobson Investment Advisors sold 329 iShares Residential and Multisector Real Estate ETF shares in Q2 2025, an estimated $26.6K.
Glass Jacobson Investment Advisors first reported a position in iShares Residential and Multisector Real Estate ETF in Q2 2023 and held it in 8 quarters.
Glass Jacobson Investment Advisors's iShares Residential and Multisector Real Estate ETF position peaked at $40.7K in Q3 2024.
159 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2025.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.