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Rockbridge Investment Management’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Rockbridge Investment Management’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
2022
Q2 		– Sell
-15
Closed -$1.47K – 769
2022
Q1 		$1.47K Hold
15
– – ﹤0.01% 713
2021
Q4 		$1K Buy
+15
New +$1.38K ﹤0.01% 772

Other funds holding REZ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return

Rockbridge Investment Management's REZ Position: Q2 2022 in Review

Rockbridge Investment Management sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q2 2022, closing a stake of 15 shares — an estimated $1.47K sold.

Rockbridge Investment Management first reported a position in REZ in Q4 2021 and held it in 2 quarters. The position peaked at $1.47K in Q1 2022. 148 funds tracked by Wall St. Rank hold REZ as of Q2 2022.

  • Rockbridge Investment Management reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q2 2022 after selling out during the quarter.
  • Rockbridge Investment Management sold 15 iShares Residential and Multisector Real Estate ETF shares in Q2 2022, an estimated $1.47K.
  • Rockbridge Investment Management first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2021 and held it in 2 quarters.
  • Rockbridge Investment Management's iShares Residential and Multisector Real Estate ETF position peaked at $1.47K in Q1 2022.
  • 148 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2022.

Based on Rockbridge Investment Management's 13F filing for Q2 2022, filed 28 May 2024.