GSWM
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Golden State Wealth Management’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Golden State 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 		$34.6K Hold
365
– – ﹤0.01% 815
2026
Q1 		$30.4K Hold
365
– – ﹤0.01% 815
2025
Q4 		$30.2K Hold
365
– – ﹤0.01% 817
2025
Q3 		$31K Hold
365
– – ﹤0.01% 803
2025
Q2 		$30.1K Sell
365
-185
-34% -$15.2K ﹤0.01% 775
2025
Q1 		$47.5K Hold
550
– – 0.01% 604
2024
Q4 		$44.6K Buy
+550
New +$47.1K 0.01% 603

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

Golden State Wealth Management's REZ Position: Q2 2026 in Review

Golden State Wealth Management held its iShares Residential and Multisector Real Estate ETF (REZ) position steady in Q2 2026 at 365 shares worth $34.6K. The position accounts for ﹤0.01% of the portfolio, ranked #815.

Golden State Wealth Management first reported a position in REZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $47.5K in Q1 2025. 164 funds tracked by Wall St. Rank hold REZ as of Q2 2026.

  • Golden State Wealth Management held 365 shares of iShares Residential and Multisector Real Estate ETF worth $34.6K as of Q2 2026.
  • Golden State Wealth Management left its iShares Residential and Multisector Real Estate ETF share count unchanged in Q2 2026.
  • iShares Residential and Multisector Real Estate ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #815 holding.
  • Golden State Wealth Management first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
  • Golden State Wealth Management's iShares Residential and Multisector Real Estate ETF position peaked at $47.5K in Q1 2025.
  • 164 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.