Investors Research Corp’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Investors Research Corp’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	$5.4K	Hold	57	–	–	﹤0.01%	604
2026 Q1	$4.74K	Hold	57	–	–	﹤0.01%	616
2025 Q4	$4.71K	Hold	57	–	–	﹤0.01%	697
2025 Q3	$4.84K	Buy	57 +1	+2%	+$83	﹤0.01%	723
2025 Q2	$4.61K	Hold	56	–	–	﹤0.01%	761
2025 Q1	$4.84K	Hold	56	–	–	﹤0.01%	762
2024 Q4	$4.54K	Buy	56 +3	+6%	+$257	﹤0.01%	771
2024 Q3	$4.71K	Buy	53 +1	+2%	+$84	﹤0.01%	786
2024 Q2	$4K	Buy	52 +1	+2%	+$73	﹤0.01%	859
2024 Q1	$3.68K	Hold	51	–	–	﹤0.01%	852
2023 Q4	$3.75K	Buy	51 +9	+21%	+$605	﹤0.01%	873
2023 Q3	$2.77K	Buy	42 +11	+35%	+$786	﹤0.01%	917
2023 Q2	$2.27K	Hold	31	–	–	﹤0.01%	947
2023 Q1	$2.19K	Hold	31	–	–	﹤0.01%	976
2022 Q4	$2.12K	Hold	31	–	–	﹤0.01%	991
2022 Q3	$2K	Buy	31 +2	+7%	+$164	﹤0.01%	992
2022 Q2	$2K	Buy	29 +8	+38%	+$695	﹤0.01%	993
2022 Q1	$2K	Buy	21 +13	+163%	+$1.21K	﹤0.01%	944
2021 Q4	$1K	Buy	+8	New	+$736	﹤0.01%	952

Other funds holding REZ

Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return

Winter & Associates St. Paul, Minnesota $133M AUM

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

Sincerus Advisory New York $147M AUM 23.39% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return

Lederer & Associates Investment Counsel Long Beach, California $152M AUM 19.48% 1-Year Est. Return

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return