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Insigneo Advisory Services’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Insigneo Advisory Services’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
Q2 		$877K Buy
+9,259
New +$832K 0.03% 337

Other funds holding REZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return

Insigneo Advisory Services's REZ Position: Q2 2026 in Review

Insigneo Advisory Services opened a new position in iShares Residential and Multisector Real Estate ETF (REZ) in Q2 2026: 9,259 shares worth $877K. The stake represents 0.03% of the portfolio and ranks #337 among its holdings.

164 funds tracked by Wall St. Rank hold REZ as of Q2 2026.

  • Insigneo Advisory Services held 9,259 shares of iShares Residential and Multisector Real Estate ETF worth $877K as of Q2 2026.
  • iShares Residential and Multisector Real Estate ETF was a new Insigneo Advisory Services position in Q2 2026.
  • iShares Residential and Multisector Real Estate ETF made up 0.03% of Insigneo Advisory Services's portfolio in Q2 2026, its #337 holding.
  • 164 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.