GIL
REZ icon

Go Invest LLC’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Go Invest LLC’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 		$292K Sell
3,088
-504
-14% -$45.3K 0.07% 24
2026
Q1 		$299K Buy
3,592
+522
+17% +$44.8K 0.09% 22
2025
Q4 		$254K Buy
+3,070
New +$257K 0.08% 22

Other funds holding REZ

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
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
ACA
Ascension Capital Advisors Houston, Texas $356M AUM 16.16% 1-Year Est. Return
PGF
Plan Group Financial Oklahoma City, Oklahoma $486M AUM 23.53% 1-Year Est. Return
SFG
Sovereign Financial Group Stamford, Connecticut $654M AUM 32.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
CWM
Castle Wealth Management West Palm Beach, Florida $338M AUM 18.79% 1-Year Est. Return
FWM
Fonville Wealth Management Richmond, Virginia $612M AUM 18.82% 1-Year Est. Return

Go Invest LLC's REZ Position: Q2 2026 in Review

Go Invest LLC reduced its iShares Residential and Multisector Real Estate ETF (REZ) stake by 14% in Q2 2026, selling an estimated $45.3K and leaving 3,088 shares worth $292K. The position accounts for 0.07% of the portfolio, ranked #24.

Go Invest LLC first reported a position in REZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $299K in Q1 2026. 83 funds tracked by Wall St. Rank hold REZ as of Q2 2026.

  • Go Invest LLC held 3,088 shares of iShares Residential and Multisector Real Estate ETF worth $292K as of Q2 2026.
  • Go Invest LLC sold 504 iShares Residential and Multisector Real Estate ETF shares in Q2 2026, an estimated $45.3K.
  • iShares Residential and Multisector Real Estate ETF made up 0.07% of Go Invest LLC's portfolio in Q2 2026, its #24 holding.
  • Go Invest LLC first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2025 and has held it in 3 quarters since.
  • Go Invest LLC's iShares Residential and Multisector Real Estate ETF position peaked at $299K in Q1 2026.
  • 83 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2026.

Based on Go Invest LLC's 13F filing for Q2 2026, filed 5 Aug 2026.