HGERS
REZ icon

Householder Group Estate & Retirement Specialist’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q4 		$0 Hold
12
– – ﹤0.01% 1046
2024
Q3 		$1K Buy
+12
New +$1K ﹤0.01% 1118
2024
Q2 		– Sell
-12
Closed -$865 – 1310
2024
Q1 		$865 Hold
12
– – ﹤0.01% 1125
2023
Q4 		$0 Buy
+12
New +$806 ﹤0.01% 1296

Other funds holding REZ

MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
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
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's REZ Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist held its iShares Residential and Multisector Real Estate ETF (REZ) position steady in Q4 2024 at 12 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #1046.

Householder Group Estate & Retirement Specialist first reported a position in REZ in Q4 2023 and has held it in 4 quarters since. The position peaked at $1K in Q3 2024. 175 funds tracked by Wall St. Rank hold REZ as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 12 shares of iShares Residential and Multisector Real Estate ETF worth $0 as of Q4 2024.
  • Householder Group Estate & Retirement Specialist left its iShares Residential and Multisector Real Estate ETF share count unchanged in Q4 2024.
  • iShares Residential and Multisector Real Estate ETF made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #1046 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2023 and has held it in 4 quarters since.
  • Householder Group Estate & Retirement Specialist's iShares Residential and Multisector Real Estate ETF position peaked at $1K in Q3 2024.
  • 175 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.