Physician Wealth Advisors’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Physician Wealth Advisors’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
2025 Q4	–	Sell	-240	Closed	-$20.4K	–	2133
2025 Q3	$20.4K	Buy	240 +1	+0.4%	+$83	﹤0.01%	571
2025 Q2	$19.7K	Buy	239 +2	+0.8%	+$165	﹤0.01%	520
2025 Q1	$20.5K	Buy	237 +1	+0.4%	+$83	﹤0.01%	479
2024 Q4	$19.1K	Buy	+236	New	+$20.2K	﹤0.01%	518

Other funds holding REZ

Morgan Stanley New York $1.66T AUM 25.57% 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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

CPG

Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Physician Wealth Advisors's REZ Position: Q4 2025 in Review

Physician Wealth Advisors sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q4 2025, closing a stake of 240 shares — an estimated $20.4K sold.

Physician Wealth Advisors first reported a position in REZ in Q4 2024 and held it in 4 quarters. The position peaked at $20.5K in Q1 2025. 162 funds tracked by Wall St. Rank hold REZ as of Q4 2025.

Physician Wealth Advisors reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q4 2025 after selling out during the quarter.
Physician Wealth Advisors sold 240 iShares Residential and Multisector Real Estate ETF shares in Q4 2025, an estimated $20.4K.
Physician Wealth Advisors first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2024 and held it in 4 quarters.
Physician Wealth Advisors's iShares Residential and Multisector Real Estate ETF position peaked at $20.5K in Q1 2025.
162 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q4 2025.

Based on Physician Wealth Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.