IFP Advisors
REZ icon

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

IFP 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
2026
Q3 		$19.3K Buy
218
+162
+289% +$15.3K ﹤0.01% 2981
2026
Q2 		$5.3K Hold
56
– – ﹤0.01% 3757
2026
Q1 		$4.66K Hold
56
– – ﹤0.01% 3570
2025
Q4 		$4.63K Hold
56
– – ﹤0.01% 3455
2025
Q3 		$4.76K Buy
56
+20
+56% +$1.66K ﹤0.01% 3284
2025
Q2 		$2.93K Buy
+36
New +$2.97K ﹤0.01% 3711
2023
Q2 		– Sell
-18
Closed -$1.1K – 3551
2023
Q1 		$1.1K Sell
18
-7,747
-100% -$559K ﹤0.01% 3069
2022
Q4 		$472K Sell
7,765
-226
-3% -$15.8K 0.01% 913
2022
Q3 		$485K Buy
7,991
+4
+0.1% +$327 0.01% 949
2022
Q2 		$485K Hold
7,987
– – 0.02% 869
2022
Q1 		$485K Buy
7,987
+7,952
+22,720% +$737K 0.02% 869
2021
Q4 		$3K Hold
35
– – ﹤0.01% 2686
2021
Q3 		$3K Hold
35
– – ﹤0.01% 2747
2021
Q2 		$3K Buy
+35
New +$2.8K ﹤0.01% 2653
2020
Q3 		– Sell
-1,054
Closed -$64.8K – 2978
2020
Q2 		$63K Sell
1,054
-367
-26% -$21.6K 0.01% 1118
2020
Q1 		$77K Buy
1,421
+100
+8% +$7.2K 0.01% 947
2019
Q4 		$99K Sell
1,321
-97
-7% -$7.52K 0.01% 952
2019
Q3 		$112K Buy
+1,418
New +$109K 0.01% 1005
2019
Q1 		– Sell
-1,400
Closed -$87K – 3201
2018
Q4 		$87K Sell
1,400
-3
-0.2% -$191 0.01% 1272
2018
Q3 		$88K Buy
1,403
+46
+3% +$2.93K ﹤0.01% 1565
2018
Q2 		$86K Buy
1,357
+889
+190% +$52.7K ﹤0.01% 1566
2018
Q1 		$29K Hold
468
– – ﹤0.01% 2161
2017
Q4 		$29K Sell
468
-1,004
-68% -$63.7K ﹤0.01% 2187
2017
Q3 		$94K Sell
1,472
-97
-6% -$6.27K ﹤0.01% 1594
2017
Q2 		$102K Sell
1,569
-9,282
-86% -$602K ﹤0.01% 1517
2017
Q1 		$685K Buy
10,851
+159
+1% +$9.9K 0.03% 549
2016
Q4 		$663K Sell
10,692
-1,149
-10% -$70.1K 0.03% 517
2016
Q3 		$776K Buy
11,841
+1,990
+20% +$133K 0.04% 426
2016
Q2 		$665K Buy
+9,851
New +$638K 0.04% 457
2016
Q1 		– Sell
-12,321
Closed -$782K – 3205
2015
Q4 		$782K Buy
+12,321
New +$753K 0.05% 366

Other funds holding REZ

Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Cornerstone Planning Group
Cornerstone Planning Group Fairfield, New Jersey $808M AUM 14.25% 1-Year Est. Return
Plan Group Financial
Plan Group Financial Oklahoma City, Oklahoma $510M AUM 17.41% 1-Year Est. Return
Kure Advisory
Kure Advisory Plymouth, Minnesota $216M AUM 12.91% 1-Year Est. Return
Winter & Associates
Winter & Associates St. Paul, Minnesota $139M AUM 16.99% 1-Year Est. Return
Procyon Advisors
Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return
High Probability Advisors
High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return
Sincerus Advisory
Sincerus Advisory New York $153M AUM 15.11% 1-Year Est. Return
LongView Wealth Management
LongView Wealth Management Atlanta, Georgia $415M AUM 12.41% 1-Year Est. Return
M Wealth Management LLC
M Wealth Management LLC San Diego, California $130M AUM 10.88% 1-Year Est. Return

IFP Advisors's REZ Position: Q3 2026 in Review

IFP Advisors increased its iShares Residential and Multisector Real Estate ETF (REZ) stake by 289% in Q3 2026, buying an estimated $15.3K and bringing the position to 218 shares worth $19.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2981.

IFP Advisors first reported a position in REZ in Q4 2015 and has held it in 30 quarters since. The position peaked at $782K in Q4 2015. 41 funds tracked by Wall St. Rank hold REZ as of Q3 2026.

  • IFP Advisors held 218 shares of iShares Residential and Multisector Real Estate ETF worth $19.3K as of Q3 2026.
  • IFP Advisors bought 162 iShares Residential and Multisector Real Estate ETF shares in Q3 2026, an estimated $15.3K.
  • iShares Residential and Multisector Real Estate ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #2981 holding.
  • IFP Advisors first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2015 and has held it in 30 quarters since.
  • IFP Advisors's iShares Residential and Multisector Real Estate ETF position peaked at $782K in Q4 2015.
  • 41 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.