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ICA Group Wealth Management’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

ICA Group 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
2024
Q2 		– Sell
-30
Closed -$2.16K – 1199
2024
Q1 		$2.16K Hold
30
– – ﹤0.01% 1170
2023
Q4 		$2.21K Buy
+30
New +$2.02K ﹤0.01% 1167
2023
Q3 		– Sell
-60
Closed -$4.4K – 991
2023
Q2 		$4.4K Hold
60
– – ﹤0.01% 996
2023
Q1 		$4.24K Hold
60
– – ﹤0.01% 979
2022
Q4 		$4.1K Buy
+60
New +$4.21K ﹤0.01% 1010

Other funds holding REZ

FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $4.62B AUM 25.58% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

ICA Group Wealth Management's REZ Position: Q2 2024 in Review

ICA Group Wealth Management sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q2 2024, closing a stake of 30 shares — an estimated $2.16K sold.

ICA Group Wealth Management first reported a position in REZ in Q4 2022 and held it in 5 quarters. The position peaked at $4.4K in Q2 2023. 134 funds tracked by Wall St. Rank hold REZ as of Q2 2024.

  • ICA Group Wealth Management reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q2 2024 after selling out during the quarter.
  • ICA Group Wealth Management sold 30 iShares Residential and Multisector Real Estate ETF shares in Q2 2024, an estimated $2.16K.
  • ICA Group Wealth Management first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2022 and held it in 5 quarters.
  • ICA Group Wealth Management's iShares Residential and Multisector Real Estate ETF position peaked at $4.4K in Q2 2023.
  • 134 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.