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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
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 		$3.29M Buy
+41,191
New +$3.58M 0.35% 54

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

McAdam LLC's REZ Position: Q2 2026 in Review

McAdam LLC increased its iShares Residential and Multisector Real Estate ETF (REZ) stake by 16% in Q2 2026, buying an estimated $62.9K and bringing the position to 4,955 shares worth $469K. The position accounts for 0.02% of the portfolio, ranked #288.

McAdam LLC first reported a position in REZ in Q2 2022 and has held it in 16 quarters since. The position peaked at $3.29M in Q2 2022. 165 funds tracked by Wall St. Rank hold REZ as of Q2 2026.

  • McAdam LLC held 4,955 shares of iShares Residential and Multisector Real Estate ETF worth $469K as of Q2 2026.
  • McAdam LLC bought 700 iShares Residential and Multisector Real Estate ETF shares in Q2 2026, an estimated $62.9K.
  • iShares Residential and Multisector Real Estate ETF made up 0.02% of McAdam LLC's portfolio in Q2 2026, its #288 holding.
  • McAdam LLC first reported a position in iShares Residential and Multisector Real Estate ETF in Q2 2022 and has held it in 16 quarters since.
  • McAdam LLC's iShares Residential and Multisector Real Estate ETF position peaked at $3.29M in Q2 2022.
  • 165 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.