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Legacy Investment Solutions’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Legacy Investment Solutions’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
2025
Q2 		$1.73K Buy
+21
New +$1.73K ﹤0.01% 535
2024
Q4 		$1.75K Hold
21
– – ﹤0.01% 515
2024
Q3 		$1.83K Buy
+21
New +$1.76K ﹤0.01% 489

Other funds holding REZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return
TFA
Tobias Financial Advisors Plantation, Florida $718M AUM 15.66% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $749M AUM 17.97% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Legacy Investment Solutions's REZ Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in iShares Residential and Multisector Real Estate ETF (REZ) in Q2 2025: 21 shares worth $1.73K. The stake represents ﹤0.01% of the portfolio and ranks #535 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in REZ as recently as Q4 2024.

Legacy Investment Solutions first reported a position in REZ in Q3 2024 and has held it in 3 quarters since. The position peaked at $1.83K in Q3 2024. 159 funds tracked by Wall St. Rank hold REZ as of Q2 2025.

  • Legacy Investment Solutions held 21 shares of iShares Residential and Multisector Real Estate ETF worth $1.73K as of Q2 2025.
  • iShares Residential and Multisector Real Estate ETF was a new Legacy Investment Solutions position in Q2 2025.
  • iShares Residential and Multisector Real Estate ETF made up ﹤0.01% of Legacy Investment Solutions's portfolio in Q2 2025, its #535 holding.
  • Legacy Investment Solutions first reported a position in iShares Residential and Multisector Real Estate ETF in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's iShares Residential and Multisector Real Estate ETF position peaked at $1.83K in Q3 2024.
  • 159 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.