PCFFS
REZ icon

Pacific Center for Financial Services’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Pacific Center for Financial Services’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 		$232K Hold
2,455
– – 0.05% 87
2026
Q1 		$204K Hold
2,455
– – 0.05% 93
2025
Q4 		$209K Hold
2,455
– – 0.05% 94
2025
Q3 		$209K Hold
2,455
– – 0.05% 94
2025
Q2 		$202K Hold
2,455
– – 0.05% 96
2025
Q1 		$212K Hold
2,455
– – 0.06% 91
2024
Q4 		$199K Hold
2,455
– – 0.05% 91
2024
Q3 		$218K Hold
2,455
– – 0.06% 85
2024
Q2 		$189K Hold
2,455
– – 0.05% 89
2024
Q1 		$177K Hold
2,455
– – 0.05% 96
2023
Q4 		$180K Hold
2,455
– – 0.06% 86
2023
Q3 		$162K Hold
2,455
– – 0.06% 89
2023
Q2 		$180K Hold
2,455
– – 0.06% 87
2023
Q1 		$173K Buy
+2,455
New +$177K 0.06% 84
2022
Q3 		$306K Sell
4,254
-493
-10% -$40.3K 0.12% 60
2022
Q2 		$380K Buy
4,747
+234
+5% +$20.3K 0.16% 50
2022
Q1 		$433K Sell
4,513
-112
-2% -$10.4K 0.15% 50
2021
Q4 		$454K Sell
4,625
-932
-17% -$85.7K 0.18% 43
2021
Q3 		$476K Buy
5,557
+111
+2% +$9.83K 0.21% 43
2021
Q2 		$454K Buy
5,446
+36
+0.7% +$2.88K 0.2% 43
2021
Q1 		$400K Buy
5,410
+254
+5% +$17.9K 0.19% 43
2020
Q4 		$350K Buy
5,156
+31
+0.6% +$2.03K 0.13% 48
2020
Q3 		$312K Buy
5,125
+21
+0.4% +$1.29K 0.13% 44
2020
Q2 		$307K Buy
5,104
+331
+7% +$19.4K 0.15% 42
2020
Q1 		$263K Buy
4,773
+2,309
+94% +$166K 0.17% 37
2019
Q4 		$186K Buy
2,464
+466
+23% +$36.1K 0.08% 58
2019
Q3 		$159K Buy
1,998
+215
+12% +$16.5K 0.08% 62
2019
Q2 		$130K Buy
+1,783
New +$128K 0.07% 68

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

Pacific Center for Financial Services's REZ Position: Q2 2026 in Review

Pacific Center for Financial Services held its iShares Residential and Multisector Real Estate ETF (REZ) position steady in Q2 2026 at 2,455 shares worth $232K. The position accounts for 0.05% of the portfolio, ranked #87.

Pacific Center for Financial Services first reported a position in REZ in Q2 2019 and has held it in 28 quarters since. The position peaked at $476K in Q3 2021. 164 funds tracked by Wall St. Rank hold REZ as of Q2 2026.

  • Pacific Center for Financial Services held 2,455 shares of iShares Residential and Multisector Real Estate ETF worth $232K as of Q2 2026.
  • Pacific Center for Financial Services left its iShares Residential and Multisector Real Estate ETF share count unchanged in Q2 2026.
  • iShares Residential and Multisector Real Estate ETF made up 0.05% of Pacific Center for Financial Services's portfolio in Q2 2026, its #87 holding.
  • Pacific Center for Financial Services first reported a position in iShares Residential and Multisector Real Estate ETF in Q2 2019 and has held it in 28 quarters since.
  • Pacific Center for Financial Services's iShares Residential and Multisector Real Estate ETF position peaked at $476K in Q3 2021.
  • 164 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2026.

Based on Pacific Center for Financial Services's 13F filing for Q2 2026, filed 5 Aug 2026.