GIL
REZ icon

Go Invest LLC’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Go Invest LLC’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 		$292K Sell
3,088
-504
-14% -$45.3K 0.07% 24
2026
Q1 		$299K Buy
3,592
+522
+17% +$44.8K 0.09% 22
2025
Q4 		$254K Buy
+3,070
New +$257K 0.08% 22

Other funds holding REZ

Morgan Stanley
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
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return

Go Invest LLC's REZ Position: Q2 2026 in Review

Go Invest LLC reduced its iShares Residential and Multisector Real Estate ETF (REZ) stake by 14% in Q2 2026, selling an estimated $45.3K and leaving 3,088 shares worth $292K. The position accounts for 0.07% of the portfolio, ranked #24.

Go Invest LLC first reported a position in REZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $299K in Q1 2026. 155 funds tracked by Wall St. Rank hold REZ as of Q2 2026.

  • Go Invest LLC held 3,088 shares of iShares Residential and Multisector Real Estate ETF worth $292K as of Q2 2026.
  • Go Invest LLC sold 504 iShares Residential and Multisector Real Estate ETF shares in Q2 2026, an estimated $45.3K.
  • iShares Residential and Multisector Real Estate ETF made up 0.07% of Go Invest LLC's portfolio in Q2 2026, its #24 holding.
  • Go Invest LLC first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2025 and has held it in 3 quarters since.
  • Go Invest LLC's iShares Residential and Multisector Real Estate ETF position peaked at $299K in Q1 2026.
  • 155 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2026.

Based on Go Invest LLC's 13F filing for Q2 2026, filed 5 Aug 2026.