Interactive Financial Advisors’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Interactive Financial Advisors’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	$548K	Buy	6,257 +469	+8%	+$42.2K	0.33%	47
2026 Q1	$482K	Sell	5,788 -210	-4%	-$18K	0.32%	48
2025 Q4	$496K	Sell	5,998 -1,229	-17%	-$103K	0.32%	48
2025 Q3	$614K	Sell	7,227 -612	-8%	-$50.9K	0.33%	46
2025 Q2	$646K	Buy	7,839 +129	+2%	+$10.6K	0.31%	49
2025 Q1	$666K	Sell	7,710 -399	-5%	-$33.3K	0.35%	46
2024 Q4	$657K	Sell	8,109 -526	-6%	-$45.1K	0.34%	47
2024 Q3	$767K	Buy	8,635 +5	+0.1%	+$418	0.39%	46
2024 Q2	$664K	Sell	8,630 -126	-1%	-$9.19K	0.37%	47
2024 Q1	$631K	Buy	8,756 +1,763	+25%	+$124K	0.35%	50
2023 Q4	$2.86M	Sell	6,993 -412	-6%	-$27.7K	1.53%	17
2023 Q3	$488K	Sell	7,405 -23,307	-76%	-$1.67M	0.33%	48
2023 Q2	$2.25M	Sell	30,712 -1,587	-5%	-$113K	1.53%	24
2023 Q1	$2.28M	Sell	32,299 -1,104	-3%	-$79.6K	1.46%	21
2022 Q4	$2.28M	Buy	33,403 +5,370	+19%	+$376K	1.37%	22
2022 Q3	$2.01M	Sell	28,033 -17,619	-39%	-$1.44M	1.17%	22
2022 Q2	$3.68M	Sell	45,652 -1,715	-4%	-$149K	1.85%	15
2022 Q1	$4.54M	Sell	47,367 -2,554	-5%	-$237K	2.13%	14
2021 Q4	$4.9M	Buy	49,921 +981	+2%	+$90.2K	1.87%	19
2021 Q3	$4.19M	Sell	48,940 -727	-1%	-$64.4K	1.83%	20
2021 Q2	$4.14M	Sell	49,667 -2,057	-4%	-$165K	1.68%	24
2021 Q1	$3.83M	Buy	51,724 +15,662	+43%	+$1.11M	1.61%	22
2020 Q4	$2.45M	Sell	36,062 -4,298	-11%	-$281K	1.11%	24
2020 Q3	$2.46M	Buy	40,360 +5,548	+16%	+$341K	1.22%	20
2020 Q2	$2.09M	Buy	34,812 +34,786	+133,792%	+$2.04M	1.03%	24
2020 Q1	$1K	Sell	26 -42,360	-100%	-$3.05M	﹤0.01%	106
2019 Q4	$3.19M	Sell	42,386 -4,943	-10%	-$383K	1.44%	18
2019 Q3	$3.76M	Buy	47,329 +9,272	+24%	+$714K	1.73%	17
2019 Q2	$2.77M	Buy	38,057 +4,075	+12%	+$292K	1.27%	19
2019 Q1	$2.4M	Sell	33,982 -1,772	-5%	-$120K	1.16%	21
2018 Q4	$2.23M	Sell	35,754 -13,017	-27%	-$828K	1.16%	22
2018 Q3	$3.07M	Sell	48,771 -1,090	-2%	-$69.5K	1.46%	21
2018 Q2	$3.14M	Sell	49,861 -2,642	-5%	-$157K	1.49%	21
2018 Q1	$3.03M	Sell	52,503 -9,920	-16%	-$567K	1.45%	21
2017 Q4	$3.88M	Buy	62,423 +5,601	+10%	+$356K	1.71%	18
2017 Q3	$3.61M	Sell	56,822 -6,260	-10%	-$405K	1.65%	17
2017 Q2	$4.11M	Buy	63,082 +11,619	+23%	+$753K	1.93%	18
2017 Q1	$3.25M	Buy	51,463 +8,012	+18%	+$499K	1.58%	20
2016 Q4	$2.69M	Sell	43,451 -22,197	-34%	-$1.35M	1.36%	20
2016 Q3	$4.3M	Buy	65,648 +22,028	+50%	+$1.47M	2.15%	17
2016 Q2	$2.94M	Sell	43,620 -1,957	-4%	-$127K	1.55%	19
2016 Q1	$3.01M	Buy	45,577 +483	+1%	+$29.8K	1.84%	15
2015 Q4	$2.86M	Sell	45,094 -4,212	-9%	-$258K	1.66%	18
2015 Q3	$2.92M	Buy	49,306 +6,930	+16%	+$407K	1.66%	14
2015 Q2	$2.37M	Sell	42,376 -6,282	-13%	-$373K	1.28%	22
2015 Q1	$3.02M	Buy	48,658 +8,959	+23%	+$559K	1.62%	15
2014 Q4	$2.34M	Sell	39,699 -4,422	-10%	-$251K	1.28%	16
2014 Q3	$2.26M	Buy	44,121 +6,264	+17%	+$338K	1.28%	16
2014 Q2	$2.02M	Sell	37,857 -4,765	-11%	-$250K	1.14%	16
2014 Q1	$2.13M	Buy	42,622 +9,785	+30%	+$475K	1.24%	14
2013 Q4	$1.48M	Sell	32,837 -4,110	-11%	-$196K	0.87%	18
2013 Q3	$1.77M	Buy	+36,947	New	+$1.83M	1.08%	17

Other funds holding REZ

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 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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return

Interactive Financial Advisors's REZ Position: Q2 2026 in Review

Interactive Financial Advisors increased its iShares Residential and Multisector Real Estate ETF (REZ) stake by 8.1% in Q2 2026, buying an estimated $42.2K and bringing the position to 6,257 shares worth $548K. The position accounts for 0.33% of the portfolio, ranked #47.

Interactive Financial Advisors first reported a position in REZ in Q3 2013 and has held it in 52 quarters since. The position peaked at $4.9M in Q4 2021. 164 funds tracked by Wall St. Rank hold REZ as of Q2 2026.

Interactive Financial Advisors held 6,257 shares of iShares Residential and Multisector Real Estate ETF worth $548K as of Q2 2026.
Interactive Financial Advisors bought 469 iShares Residential and Multisector Real Estate ETF shares in Q2 2026, an estimated $42.2K.
iShares Residential and Multisector Real Estate ETF made up 0.33% of Interactive Financial Advisors's portfolio in Q2 2026, its #47 holding.
Interactive Financial Advisors first reported a position in iShares Residential and Multisector Real Estate ETF in Q3 2013 and has held it in 52 quarters since.
Interactive Financial Advisors's iShares Residential and Multisector Real Estate ETF position peaked at $4.9M in Q4 2021.
164 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2026.

Based on Interactive Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.