IA
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IAM Advisory’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

IAM Advisory’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
2022
Q2 		– Sell
-2,122
Closed -$204K – 86
2022
Q1 		$204K Sell
2,122
-576
-21% -$53.4K 0.08% 74
2021
Q4 		$256K Sell
2,698
-33
-1% -$3.04K 0.1% 69
2021
Q3 		$238K Buy
+2,731
New +$242K 0.1% 69

Other funds holding REZ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return

IAM Advisory's REZ Position: Q2 2022 in Review

IAM Advisory sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q2 2022, closing a stake of 2,122 shares — an estimated $204K sold.

IAM Advisory first reported a position in REZ in Q3 2021 and held it in 3 quarters. The position peaked at $256K in Q4 2021. 148 funds tracked by Wall St. Rank hold REZ as of Q2 2022.

  • IAM Advisory reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q2 2022 after selling out during the quarter.
  • IAM Advisory sold 2,122 iShares Residential and Multisector Real Estate ETF shares in Q2 2022, an estimated $204K.
  • IAM Advisory first reported a position in iShares Residential and Multisector Real Estate ETF in Q3 2021 and held it in 3 quarters.
  • IAM Advisory's iShares Residential and Multisector Real Estate ETF position peaked at $256K in Q4 2021.
  • 148 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2022.

Based on IAM Advisory's 13F filing for Q2 2022, filed 12 Jul 2022.