McAdam LLC
REZ icon

McAdam LLC’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

McAdam 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 		$446K Buy
5,051
+96
+2% +$9.08K 0.02% 297
2026
Q2 		$469K Buy
4,955
+700
+16% +$62.9K 0.02% 288
2026
Q1 		$354K Buy
4,255
+730
+21% +$62.7K 0.02% 307
2025
Q4 		$291K Buy
3,525
+660
+23% +$55.3K 0.01% 329
2025
Q3 		$243K Sell
2,865
-68
-2% -$5.66K 0.01% 350
2025
Q2 		$242K Sell
2,933
-10
-0.3% -$824 0.01% 331
2025
Q1 		$254K Sell
2,943
-643
-18% -$53.6K 0.02% 284
2024
Q4 		$291K Buy
3,586
+141
+4% +$12.1K 0.02% 285
2024
Q3 		$306K Sell
3,445
-532
-13% -$44.5K 0.02% 254
2024
Q2 		$306K Sell
3,977
-302
-7% -$22K 0.02% 236
2024
Q1 		$308K Sell
4,279
-2,372
-36% -$167K 0.02% 225
2023
Q4 		$489K Sell
6,651
-2,438
-27% -$164K 0.04% 167
2023
Q3 		$599K Sell
9,089
-10,676
-54% -$763K 0.05% 140
2023
Q2 		$1.45M Sell
19,765
-6,447
-25% -$460K 0.12% 92
2023
Q1 		$1.85M Buy
+26,212
New +$1.89M 0.17% 81
2022
Q4 		– Sell
-42,912
Closed -$3.08M – 217
2022
Q3 		$3.08M Buy
42,912
+1,721
+4% +$141K 0.33% 52
2022
Q2 		$3.3M Buy
+41,191
New +$3.58M 0.35% 54

Other funds holding REZ

Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Cornerstone Planning Group
Cornerstone Planning Group Fairfield, New Jersey $808M AUM 14.25% 1-Year Est. Return
Plan Group Financial
Plan Group Financial Oklahoma City, Oklahoma $510M AUM 17.41% 1-Year Est. Return
Kure Advisory
Kure Advisory Plymouth, Minnesota $216M AUM 12.91% 1-Year Est. Return
Arkansas Financial Group
Arkansas Financial Group Little Rock, Arkansas $751M AUM 9.21% 1-Year Est. Return
Winter & Associates
Winter & Associates St. Paul, Minnesota $139M AUM 16.99% 1-Year Est. Return
Procyon Advisors
Procyon Advisors Shelton, Connecticut $2.36B AUM 20.32% 1-Year Est. Return
High Probability Advisors
High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return
Sincerus Advisory
Sincerus Advisory New York $153M AUM 15.11% 1-Year Est. Return
LongView Wealth Management
LongView Wealth Management Atlanta, Georgia $415M AUM 12.41% 1-Year Est. Return

McAdam LLC's REZ Position: Q3 2026 in Review

McAdam LLC increased its iShares Residential and Multisector Real Estate ETF (REZ) stake by 1.9% in Q3 2026, buying an estimated $9.08K and bringing the position to 5,051 shares worth $446K. The position accounts for 0.02% of the portfolio, ranked #297.

McAdam LLC first reported a position in REZ in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.3M in Q2 2022. 43 funds tracked by Wall St. Rank hold REZ as of Q3 2026.

  • McAdam LLC held 5,051 shares of iShares Residential and Multisector Real Estate ETF worth $446K as of Q3 2026.
  • McAdam LLC bought 96 iShares Residential and Multisector Real Estate ETF shares in Q3 2026, an estimated $9.08K.
  • iShares Residential and Multisector Real Estate ETF made up 0.02% of McAdam LLC's portfolio in Q3 2026, its #297 holding.
  • McAdam LLC first reported a position in iShares Residential and Multisector Real Estate ETF in Q2 2022 and has held it in 17 quarters since.
  • McAdam LLC's iShares Residential and Multisector Real Estate ETF position peaked at $3.3M in Q2 2022.
  • 43 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q3 2026.

Based on McAdam LLC's 13F filing for Q3 2026, filed 21 Oct 2026.