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Integrity Alliance’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Integrity 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
2026
Q2 		$1.62M Buy
17,065
+1,357
+9% +$122K 0.05% 262
2026
Q1 		$1.31M Buy
15,708
+977
+7% +$83.9K 0.05% 263
2025
Q4 		$1.22M Buy
14,731
+647
+5% +$54.3K 0.04% 284
2025
Q3 		$1.2M Buy
+14,084
New +$1.17M 0.06% 226
2025
Q2 		– Sell
-19,286
Closed -$1.67M – 623
2025
Q1 		$1.67M Buy
+19,286
New +$1.61M 0.07% 204

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

Integrity Alliance's REZ Position: Q2 2026 in Review

Integrity Alliance increased its iShares Residential and Multisector Real Estate ETF (REZ) stake by 8.6% in Q2 2026, buying an estimated $122K and bringing the position to 17,065 shares worth $1.62M. The position accounts for 0.05% of the portfolio, ranked #262.

Integrity Alliance first reported a position in REZ in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.67M in Q1 2025. 165 funds tracked by Wall St. Rank hold REZ as of Q2 2026.

  • Integrity Alliance held 17,065 shares of iShares Residential and Multisector Real Estate ETF worth $1.62M as of Q2 2026.
  • Integrity Alliance bought 1,357 iShares Residential and Multisector Real Estate ETF shares in Q2 2026, an estimated $122K.
  • iShares Residential and Multisector Real Estate ETF made up 0.05% of Integrity Alliance's portfolio in Q2 2026, its #262 holding.
  • Integrity Alliance first reported a position in iShares Residential and Multisector Real Estate ETF in Q1 2025 and has held it in 5 quarters since.
  • Integrity Alliance's iShares Residential and Multisector Real Estate ETF position peaked at $1.67M in Q1 2025.
  • 165 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2026.

Based on Integrity Alliance's 13F filing for Q2 2026, filed 31 Jul 2026.