IAA
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Independent Advisor Alliance’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Independent Advisor Alliance’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
2020
Q1 		– Sell
-8,389
Closed -$632K – 759
2019
Q4 		$632K Buy
+8,389
New +$651K 0.03% 478

Other funds holding REZ

FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KTA
Keeley-Teton Advisors Chicago, Illinois $825M AUM 5.4% 1-Year Est. Return

Independent Advisor Alliance's REZ Position: Q1 2020 in Review

Independent Advisor Alliance sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q1 2020, closing a stake of 8,389 shares — an estimated $632K sold.

Independent Advisor Alliance first reported a position in REZ in Q4 2019 and held it in 1 quarter. The position peaked at $632K in Q4 2019. 94 funds tracked by Wall St. Rank hold REZ as of Q1 2020.

  • Independent Advisor Alliance reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q1 2020 after selling out during the quarter.
  • Independent Advisor Alliance sold 8,389 iShares Residential and Multisector Real Estate ETF shares in Q1 2020, an estimated $632K.
  • Independent Advisor Alliance first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2019 and held it in 1 quarter.
  • Independent Advisor Alliance's iShares Residential and Multisector Real Estate ETF position peaked at $632K in Q4 2019.
  • 94 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q1 2020.

Based on Independent Advisor Alliance's 13F filing for Q1 2020, filed 14 May 2020.