McIlrath & Eck’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

McIlrath & Eck’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 Q1	$7.14K	Hold	86	–	–	﹤0.01%	1140
2025 Q4	$7.09K	Buy	86 +1	+1%	+$84	﹤0.01%	721
2025 Q3	$7.21K	Buy	85 +1	+1%	+$83	﹤0.01%	694
2025 Q2	$6.95K	Hold	84	–	–	﹤0.01%	665
2025 Q1	$7.25K	Hold	84	–	–	﹤0.01%	650
2024 Q4	$6.77K	Buy	84 +1	+1%	+$86	﹤0.01%	699
2024 Q3	$7.36K	Buy	83 +1	+1%	+$84	﹤0.01%	693
2024 Q2	$6.35K	Hold	82	–	–	﹤0.01%	681
2024 Q1	$5.91K	Hold	82	–	–	﹤0.01%	693
2023 Q4	$6K	Buy	82 +2	+3%	+$134	﹤0.01%	640
2023 Q3	$5.28K	Hold	80	–	–	﹤0.01%	644
2023 Q2	$5.86K	Hold	80	–	–	﹤0.01%	644
2023 Q1	$5.65K	Hold	80	–	–	﹤0.01%	645
2022 Q4	$5.47K	Hold	80	–	–	﹤0.01%	627
2022 Q3	$6K	Buy	+80	New	+$6.54K	﹤0.01%	615

Other funds holding REZ

FPTW

Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

McIlrath & Eck's REZ Position: Q1 2026 in Review

McIlrath & Eck held its iShares Residential and Multisector Real Estate ETF (REZ) position steady in Q1 2026 at 86 shares worth $7.14K. The position accounts for ﹤0.01% of the portfolio, ranked #1140.

McIlrath & Eck first reported a position in REZ in Q3 2022 and has held it in 15 quarters since. The position peaked at $7.36K in Q3 2024. 158 funds tracked by Wall St. Rank hold REZ as of Q1 2026.

McIlrath & Eck held 86 shares of iShares Residential and Multisector Real Estate ETF worth $7.14K as of Q1 2026.
McIlrath & Eck left its iShares Residential and Multisector Real Estate ETF share count unchanged in Q1 2026.
iShares Residential and Multisector Real Estate ETF made up ﹤0.01% of McIlrath & Eck's portfolio in Q1 2026, its #1140 holding.
McIlrath & Eck first reported a position in iShares Residential and Multisector Real Estate ETF in Q3 2022 and has held it in 15 quarters since.
McIlrath & Eck's iShares Residential and Multisector Real Estate ETF position peaked at $7.36K in Q3 2024.
158 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q1 2026.

Based on McIlrath & Eck's 13F filing for Q1 2026, filed 19 May 2026.