JFG
REZ icon

JDM Financial Group’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

JDM Financial Group’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 		$1.17K Hold
12
– – ﹤0.01% 320
2026
Q1 		$1.02K Hold
12
– – ﹤0.01% 309
2025
Q4 		$1.01K Hold
12
– – ﹤0.01% 245
2025
Q3 		$1.03K Hold
12
– – ﹤0.01% 275
2025
Q2 		$994 Buy
+12
New +$989 ﹤0.01% 254

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

JDM Financial Group's REZ Position: Q2 2026 in Review

JDM Financial Group held its iShares Residential and Multisector Real Estate ETF (REZ) position steady in Q2 2026 at 12 shares worth $1.17K. The position accounts for ﹤0.01% of the portfolio, ranked #320.

JDM Financial Group first reported a position in REZ in Q2 2025 and has held it in 5 quarters since. 165 funds tracked by Wall St. Rank hold REZ as of Q2 2026.

  • JDM Financial Group held 12 shares of iShares Residential and Multisector Real Estate ETF worth $1.17K as of Q2 2026.
  • JDM Financial Group left its iShares Residential and Multisector Real Estate ETF share count unchanged in Q2 2026.
  • iShares Residential and Multisector Real Estate ETF made up ﹤0.01% of JDM Financial Group's portfolio in Q2 2026, its #320 holding.
  • JDM Financial Group first reported a position in iShares Residential and Multisector Real Estate ETF in Q2 2025 and has held it in 5 quarters since.
  • 165 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2026.

Based on JDM Financial Group's 13F filing for Q2 2026, filed 18 Aug 2026.