Kistler-Tiffany Companies’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Kistler-Tiffany Companies’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
2023 Q2	$16.5K	Hold	225	–	–	﹤0.01%	642
2023 Q1	$15.9K	Hold	225	–	–	﹤0.01%	585
2022 Q4	$15.4K	Hold	225	–	–	﹤0.01%	574
2022 Q3	$16K	Hold	225	–	–	﹤0.01%	545
2022 Q2	$18K	Buy	+225	New	+$19.6K	﹤0.01%	521

Other funds holding REZ

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return

FPTW

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Kistler-Tiffany Companies's REZ Position: Q2 2023 in Review

Kistler-Tiffany Companies held its iShares Residential and Multisector Real Estate ETF (REZ) position steady in Q2 2023 at 225 shares worth $16.5K. The position accounts for ﹤0.01% of the portfolio, ranked #642.

Kistler-Tiffany Companies first reported a position in REZ in Q2 2022 and has held it in 5 quarters since. The position peaked at $18K in Q2 2022. 140 funds tracked by Wall St. Rank hold REZ as of Q2 2023.

Kistler-Tiffany Companies held 225 shares of iShares Residential and Multisector Real Estate ETF worth $16.5K as of Q2 2023.
Kistler-Tiffany Companies left its iShares Residential and Multisector Real Estate ETF share count unchanged in Q2 2023.
iShares Residential and Multisector Real Estate ETF made up ﹤0.01% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #642 holding.
Kistler-Tiffany Companies first reported a position in iShares Residential and Multisector Real Estate ETF in Q2 2022 and has held it in 5 quarters since.
Kistler-Tiffany Companies's iShares Residential and Multisector Real Estate ETF position peaked at $18K in Q2 2022.
140 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.