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RDA Financial Network’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

RDA Financial Network’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 		$244K Sell
2,582
-9
-0.3% -$809 0.05% 253
2026
Q1 		$216K Sell
2,591
-20
-0.8% -$1.72K 0.05% 257
2025
Q4 		$216K Buy
2,611
+8
+0.3% +$671 0.05% 249
2025
Q3 		$221K Sell
2,603
-432
-14% -$35.9K 0.05% 245
2025
Q2 		$250K Buy
3,035
+9
+0.3% +$742 0.07% 221
2025
Q1 		$262K Sell
3,026
-44
-1% -$3.67K 0.08% 207
2024
Q4 		$249K Buy
3,070
+18
+0.6% +$1.54K 0.07% 211
2024
Q3 		$271K Sell
3,052
-155
-5% -$13K 0.08% 197
2024
Q2 		$247K Buy
3,207
+71
+2% +$5.18K 0.08% 204
2024
Q1 		$226K Buy
3,136
+6
+0.2% +$423 0.08% 209
2023
Q4 		$230K Sell
3,130
-52
-2% -$3.49K 0.09% 204
2023
Q3 		$210K Sell
3,182
-27
-0.8% -$1.93K 0.09% 203
2023
Q2 		$235K Sell
3,209
-220
-6% -$15.7K 0.1% 199
2023
Q1 		$242K Sell
3,429
-31
-0.9% -$2.24K 0.11% 186
2022
Q4 		$236K Sell
3,460
-282
-8% -$19.8K 0.12% 179
2022
Q3 		$269K Sell
3,742
-106
-3% -$8.67K 0.15% 152
2022
Q2 		$308K Sell
3,848
-321
-8% -$27.9K 0.16% 147
2022
Q1 		$400K Sell
4,169
-363
-8% -$33.7K 0.17% 137
2021
Q4 		$445K Buy
4,532
+111
+3% +$10.2K 0.18% 127
2021
Q3 		$378K Sell
4,421
-50
-1% -$4.43K 0.17% 142
2021
Q2 		$373K Sell
4,471
-13
-0.3% -$1.04K 0.16% 143
2021
Q1 		$332K Buy
4,484
+31
+0.7% +$2.19K 0.14% 160
2020
Q4 		$302K Sell
4,453
-2,211
-33% -$145K 0.14% 164
2020
Q3 		$406K Buy
6,664
+385
+6% +$23.7K 0.18% 123
2020
Q2 		$377K Buy
6,279
+349
+6% +$20.5K 0.19% 121
2020
Q1 		$327K Buy
5,930
+136
+2% +$9.79K 0.2% 116
2019
Q4 		$453K Buy
5,794
+2,125
+58% +$165K 0.18% 133
2019
Q3 		$285K Buy
3,669
+346
+10% +$26.6K 0.12% 176
2019
Q2 		$251K Buy
3,323
+334
+11% +$23.9K 0.11% 187
2019
Q1 		$212K Buy
+2,989
New +$203K 0.1% 200

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

RDA Financial Network's REZ Position: Q2 2026 in Review

RDA Financial Network reduced its iShares Residential and Multisector Real Estate ETF (REZ) stake by 0.35% in Q2 2026, selling an estimated $809 and leaving 2,582 shares worth $244K. The position accounts for 0.05% of the portfolio, ranked #253.

RDA Financial Network first reported a position in REZ in Q1 2019 and has held it in 30 quarters since. The position peaked at $453K in Q4 2019. 165 funds tracked by Wall St. Rank hold REZ as of Q2 2026.

  • RDA Financial Network held 2,582 shares of iShares Residential and Multisector Real Estate ETF worth $244K as of Q2 2026.
  • RDA Financial Network sold 9 iShares Residential and Multisector Real Estate ETF shares in Q2 2026, an estimated $809.
  • iShares Residential and Multisector Real Estate ETF made up 0.05% of RDA Financial Network's portfolio in Q2 2026, its #253 holding.
  • RDA Financial Network first reported a position in iShares Residential and Multisector Real Estate ETF in Q1 2019 and has held it in 30 quarters since.
  • RDA Financial Network's iShares Residential and Multisector Real Estate ETF position peaked at $453K in Q4 2019.
  • 165 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2026.

Based on RDA Financial Network's 13F filing for Q2 2026, filed 6 Jul 2026.