IP
REZ icon

Ignite Planners’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Ignite Planners’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
2025
Q1 		– Sell
-3,573
Closed -$290K – 341
2024
Q4 		$290K Buy
+3,573
New +$306K 0.06% 239

Other funds holding REZ

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
TFA
Tobias Financial Advisors Plantation, Florida $718M AUM 15.66% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $749M AUM 17.97% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

Ignite Planners's REZ Position: Q1 2025 in Review

Ignite Planners sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q1 2025, closing a stake of 3,573 shares — an estimated $290K sold.

Ignite Planners first reported a position in REZ in Q4 2024 and held it in 1 quarter. The position peaked at $290K in Q4 2024. 165 funds tracked by Wall St. Rank hold REZ as of Q1 2025.

  • Ignite Planners reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q1 2025 after selling out during the quarter.
  • Ignite Planners sold 3,573 iShares Residential and Multisector Real Estate ETF shares in Q1 2025, an estimated $290K.
  • Ignite Planners first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2024 and held it in 1 quarter.
  • Ignite Planners's iShares Residential and Multisector Real Estate ETF position peaked at $290K in Q4 2024.
  • 165 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q1 2025.

Based on Ignite Planners's 13F filing for Q1 2025, filed 6 May 2025.