MSG
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Main Street Group’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Main Street 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 		$96.9K Hold
1,023
– – 0.02% 186
2026
Q1 		$85.1K Buy
+1,023
New +$87.9K 0.03% 188
2025
Q4 		– Sell
-1,022
Closed -$86.8K – 482
2025
Q3 		$86.8K Buy
1,022
+2
+0.2% +$166 0.03% 178
2025
Q2 		$84K Buy
1,020
+332
+48% +$27.4K 0.03% 183
2025
Q1 		$59.4K Hold
688
– – 0.02% 222
2024
Q4 		$55.7K Buy
688
+1
+0.1% +$86 0.02% 218
2024
Q3 		$61K Hold
687
– – 0.02% 216
2024
Q2 		$52.5K Buy
687
+1
+0.1% +$73 0.02% 242
2024
Q1 		$48.7K Buy
686
+51
+8% +$3.6K 0.02% 291
2023
Q4 		$46.7K Buy
+635
New +$42.7K 0.02% 420

Other funds holding REZ

FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
WA
Winter & Associates St. Paul, Minnesota $133M AUM
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
SA
Sincerus Advisory New York $147M AUM 23.39% 1-Year Est. Return
LWM
LongView Wealth Management Atlanta, Georgia $390M AUM 19.29% 1-Year Est. Return
BMCM
Burns Matteson Capital Management Corning, New York $320M AUM 71.11% 1-Year Est. Return
CM
Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
FWP
Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return

Main Street Group's REZ Position: Q2 2026 in Review

Main Street Group held its iShares Residential and Multisector Real Estate ETF (REZ) position steady in Q2 2026 at 1,023 shares worth $96.9K. The position accounts for 0.02% of the portfolio, ranked #186.

Main Street Group first reported a position in REZ in Q4 2023 and has held it in 10 quarters since. 24 funds tracked by Wall St. Rank hold REZ as of Q2 2026.

  • Main Street Group held 1,023 shares of iShares Residential and Multisector Real Estate ETF worth $96.9K as of Q2 2026.
  • Main Street 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 0.02% of Main Street Group's portfolio in Q2 2026, its #186 holding.
  • Main Street Group first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2023 and has held it in 10 quarters since.
  • 24 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2026.

Based on Main Street Group's 13F filing for Q2 2026, filed 13 Jul 2026.