IFG Advisors’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

IFG Advisors’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	-2,393	Closed	-$230K	–	106
2022 Q1	$230K	Buy	2,393 +7	+0.3%	+$649	0.1%	98
2021 Q4	$234K	Sell	2,386 -120	-5%	-$11K	0.1%	94
2021 Q3	$214K	Sell	2,506 -175	-7%	-$15.5K	0.1%	98
2021 Q2	$223K	Sell	2,681 -288	-10%	-$23.1K	0.11%	95
2021 Q1	$220K	Hold	2,969	–	–	0.12%	87
2020 Q4	$201K	Buy	+2,969	New	+$194K	0.12%	82
2020 Q1	–	Sell	-3,202	Closed	-$241K	–	91
2019 Q4	$241K	Buy	3,202 +48	+2%	+$3.72K	0.2%	55
2019 Q3	$251K	Buy	+3,154	New	+$243K	0.23%	52

Other funds holding REZ

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FPTW

Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return

IFG Advisors's REZ Position: Q2 2022 in Review

IFG Advisors sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q2 2022, closing a stake of 2,393 shares — an estimated $230K sold.

IFG Advisors first reported a position in REZ in Q3 2019 and held it in 8 quarters. The position peaked at $251K in Q3 2019. 148 funds tracked by Wall St. Rank hold REZ as of Q2 2022.

IFG Advisors reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q2 2022 after selling out during the quarter.
IFG Advisors sold 2,393 iShares Residential and Multisector Real Estate ETF shares in Q2 2022, an estimated $230K.
IFG Advisors first reported a position in iShares Residential and Multisector Real Estate ETF in Q3 2019 and held it in 8 quarters.
IFG Advisors's iShares Residential and Multisector Real Estate ETF position peaked at $251K in Q3 2019.
148 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2022.

Based on IFG Advisors's 13F filing for Q2 2022, filed 1 Aug 2022.