M Wealth Management LLC’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

M Wealth Management LLC’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 Q3	$1.66M	Buy	18,740 +1,898	+11%	+$180K	1.28%	15
2026 Q2	$1.59M	Buy	16,842 +2,347	+16%	+$211K	1.25%	16
2026 Q1	$1.21M	Buy	14,495 +184	+1%	+$15.8K	1.02%	18
2025 Q4	$1.18M	Buy	14,311 +402	+3%	+$33.7K	1.03%	18
2025 Q3	$1.18M	Buy	13,909 +237	+2%	+$19.7K	1.04%	18
2025 Q2	$1.13M	Buy	13,672 +173	+1%	+$14.3K	1.04%	18
2025 Q1	$1.17M	Sell	13,499 -587	-4%	-$49K	1.09%	16
2024 Q4	$1.14M	Buy	+14,086	New	+$1.21M	1.04%	16

Other funds holding REZ

Franklin, Parlapiano, Turner & Welch Houston, Texas $448M AUM 10.69% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Cornerstone Planning Group Fairfield, New Jersey $808M AUM 14.25% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return

Plan Group Financial Oklahoma City, Oklahoma $510M AUM 17.41% 1-Year Est. Return

Fonville Wealth Management Richmond, Virginia $663M AUM 11.84% 1-Year Est. Return

Kure Advisory Plymouth, Minnesota $216M AUM 12.91% 1-Year Est. Return

Arkansas Financial Group Little Rock, Arkansas $751M AUM 9.21% 1-Year Est. Return

Winter & Associates St. Paul, Minnesota $139M AUM 16.99% 1-Year Est. Return

M Wealth Management LLC's REZ Position: Q3 2026 in Review

M Wealth Management LLC increased its iShares Residential and Multisector Real Estate ETF (REZ) stake by 11% in Q3 2026, buying an estimated $180K and bringing the position to 18,740 shares worth $1.66M. The position accounts for 1.28% of the portfolio, ranked #15.

M Wealth Management LLC first reported a position in REZ in Q4 2024 and has held it in 8 quarters since. 75 funds tracked by Wall St. Rank hold REZ as of Q3 2026.

M Wealth Management LLC held 18,740 shares of iShares Residential and Multisector Real Estate ETF worth $1.66M as of Q3 2026.
M Wealth Management LLC bought 1,898 iShares Residential and Multisector Real Estate ETF shares in Q3 2026, an estimated $180K.
iShares Residential and Multisector Real Estate ETF made up 1.28% of M Wealth Management LLC's portfolio in Q3 2026, its #15 holding.
M Wealth Management LLC first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2024 and has held it in 8 quarters since.
75 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q3 2026.

Based on M Wealth Management LLC's 13F filing for Q3 2026, filed 14 Oct 2026.