LWMI
REZ icon

Legacy Wealth Management (Idaho)’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-21
Closed -$1.75K – 775
2026
Q1 		$1.75K Hold
21
– – ﹤0.01% 796
2025
Q4 		$1.74K Hold
21
– – ﹤0.01% 686
2025
Q3 		$1.78K Hold
21
– – ﹤0.01% 557
2025
Q2 		$1.73K Hold
21
– – ﹤0.01% 535
2025
Q1 		$1.81K Hold
21
– – ﹤0.01% 556
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 $1.89T 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

Legacy Wealth Management (Idaho)'s REZ Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q2 2026, closing a stake of 21 shares — an estimated $1.75K sold.

Legacy Wealth Management (Idaho) first reported a position in REZ in Q3 2024 and held it in 7 quarters. The position peaked at $1.83K in Q3 2024. 165 funds tracked by Wall St. Rank hold REZ as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 21 iShares Residential and Multisector Real Estate ETF shares in Q2 2026, an estimated $1.75K.
  • Legacy Wealth Management (Idaho) first reported a position in iShares Residential and Multisector Real Estate ETF in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s iShares Residential and Multisector Real Estate ETF position peaked at $1.83K in Q3 2024.
  • 165 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.