JB Capital’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

JB Capital’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	$209K	Buy	+2,205	New	+$198K	0.01%	267
2025 Q4	–	Sell	-2,377	Closed	-$202K	–	269
2025 Q3	$202K	Buy	+2,377	New	+$198K	0.01%	247
2023 Q4	–	Sell	-3,429	Closed	-$226K	–	219
2023 Q3	$226K	Hold	3,429	–	–	0.02%	168
2023 Q2	$251K	Buy	3,429 +11	+0.3%	+$786	0.02%	149
2023 Q1	$241K	Buy	3,418 +284	+9%	+$20.5K	0.02%	150
2022 Q4	$214K	Buy	+3,134	New	+$220K	0.02%	162
2022 Q3	–	Sell	-2,669	Closed	-$213K	–	216
2022 Q2	$213K	Buy	+2,669	New	+$232K	0.02%	221

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

JB Capital's REZ Position: Q2 2026 in Review

JB Capital opened a new position in iShares Residential and Multisector Real Estate ETF (REZ) in Q2 2026: 2,205 shares worth $209K. The stake represents 0.01% of the portfolio and ranks #267 among its holdings. This is a return to the name: JB Capital previously reported a position in REZ as recently as Q3 2025.

JB Capital first reported a position in REZ in Q2 2022 and has held it in 7 quarters since. The position peaked at $251K in Q2 2023. 164 funds tracked by Wall St. Rank hold REZ as of Q2 2026.

JB Capital held 2,205 shares of iShares Residential and Multisector Real Estate ETF worth $209K as of Q2 2026.
iShares Residential and Multisector Real Estate ETF was a new JB Capital position in Q2 2026.
iShares Residential and Multisector Real Estate ETF made up 0.01% of JB Capital's portfolio in Q2 2026, its #267 holding.
JB Capital first reported a position in iShares Residential and Multisector Real Estate ETF in Q2 2022 and has held it in 7 quarters since.
JB Capital's iShares Residential and Multisector Real Estate ETF position peaked at $251K in Q2 2023.
164 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2026.

Based on JB Capital's 13F filing for Q2 2026, filed 29 Jul 2026.