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Purpose Unlimited Inc’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Purpose Unlimited Inc’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 		$20.1K Hold
209
– – ﹤0.01% 408
2026
Q1 		$17.4K Buy
+209
New +$18K ﹤0.01% 375

Other funds holding REZ

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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

Purpose Unlimited Inc's REZ Position: Q2 2026 in Review

Purpose Unlimited Inc held its iShares Residential and Multisector Real Estate ETF (REZ) position steady in Q2 2026 at 209 shares worth $20.1K. The position accounts for ﹤0.01% of the portfolio, ranked #408.

Purpose Unlimited Inc first reported a position in REZ in Q1 2026 and has held it in 2 quarters since. 164 funds tracked by Wall St. Rank hold REZ as of Q2 2026.

  • Purpose Unlimited Inc held 209 shares of iShares Residential and Multisector Real Estate ETF worth $20.1K as of Q2 2026.
  • Purpose Unlimited Inc left its iShares Residential and Multisector Real Estate ETF share count unchanged in Q2 2026.
  • iShares Residential and Multisector Real Estate ETF made up ﹤0.01% of Purpose Unlimited Inc's portfolio in Q2 2026, its #408 holding.
  • Purpose Unlimited Inc first reported a position in iShares Residential and Multisector Real Estate ETF in Q1 2026 and has held it in 2 quarters since.
  • 164 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2026.

Based on Purpose Unlimited Inc's 13F filing for Q2 2026, filed 13 Aug 2026.