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

IHT 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
2022
Q3 		– Sell
-2,868
Closed -$229K – 901
2022
Q2 		$229K Buy
2,868
+417
+17% +$36.2K 0.02% 620
2022
Q1 		$235K Buy
2,451
+416
+20% +$38.6K 0.02% 655
2021
Q4 		$200K Buy
+2,035
New +$187K 0.01% 751
2020
Q2 		– Sell
-5,860
Closed -$323K – 630
2020
Q1 		$323K Buy
5,860
+1,435
+32% +$103K 0.05% 381
2019
Q4 		$333K Sell
4,425
-715
-14% -$55.5K 0.04% 422
2019
Q3 		$408K Buy
5,140
+135
+3% +$10.4K 0.06% 360
2019
Q2 		$365K Buy
5,005
+135
+3% +$9.66K 0.05% 355
2019
Q1 		$344K Sell
4,870
-400
-8% -$27.1K 0.06% 338
2018
Q4 		$329K Buy
5,270
+300
+6% +$19.1K 0.06% 311
2018
Q3 		$313K Buy
4,970
+135
+3% +$8.61K 0.07% 310
2018
Q2 		$305K Buy
4,835
+120
+3% +$7.12K 0.08% 300
2018
Q1 		$269K Sell
4,715
-130
-3% -$7.43K 0.07% 298
2017
Q4 		$294K Buy
4,845
+495
+11% +$31.4K 0.08% 286
2017
Q3 		$276K Buy
4,350
+580
+15% +$37.5K 0.12% 199
2017
Q2 		$9 Buy
+3,770
New +$244K ﹤0.01% 1001

Other funds holding REZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 $374B AUM 17.66% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return
Royal Bank of Canada
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IHT Wealth Management's REZ Position: Q3 2022 in Review

IHT Wealth Management sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q3 2022, closing a stake of 2,868 shares — an estimated $229K sold.

IHT Wealth Management first reported a position in REZ in Q2 2017 and held it in 15 quarters. The position peaked at $408K in Q3 2019. 138 funds tracked by Wall St. Rank hold REZ as of Q3 2022.

  • IHT Wealth Management reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q3 2022 after selling out during the quarter.
  • IHT Wealth Management sold 2,868 iShares Residential and Multisector Real Estate ETF shares in Q3 2022, an estimated $229K.
  • IHT Wealth Management first reported a position in iShares Residential and Multisector Real Estate ETF in Q2 2017 and held it in 15 quarters.
  • IHT Wealth Management's iShares Residential and Multisector Real Estate ETF position peaked at $408K in Q3 2019.
  • 138 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q3 2022.

Based on IHT Wealth Management's 13F filing for Q3 2022, filed 22 Nov 2022.