RW
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RVW Wealth’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

RVW Wealth’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
Q3 		$285K Sell
3,228
-202
-6% -$19.1K 0.02% 157
2026
Q2 		$325K Sell
3,430
-74
-2% -$6.65K 0.02% 141
2026
Q1 		$292K Hold
3,504
– – 0.02% 142
2025
Q4 		$290K Sell
3,504
-194
-5% -$16.3K 0.02% 143
2025
Q3 		$314K Sell
3,698
-244
-6% -$20.3K 0.02% 142
2025
Q2 		$325K Buy
3,942
+118
+3% +$9.72K 0.03% 136
2025
Q1 		$330K Hold
3,824
– – 0.03% 118
2024
Q4 		$310K Sell
3,824
-565
-13% -$48.4K 0.03% 121
2024
Q3 		$390K Sell
4,389
-875
-17% -$73.2K 0.04% 106
2024
Q2 		$405K Sell
5,264
-91
-2% -$6.64K 0.04% 102
2024
Q1 		$386K Sell
5,355
-417
-7% -$29.4K 0.04% 102
2023
Q4 		$424K Sell
5,772
-764
-12% -$51.3K 0.05% 97
2023
Q3 		$431K Sell
6,536
-616
-9% -$44K 0.05% 94
2023
Q2 		$524K Sell
7,152
-38
-0.5% -$2.71K 0.06% 95
2023
Q1 		$508K Sell
7,190
-796
-10% -$57.4K 0.06% 99
2022
Q4 		$546K Buy
7,986
+75
+0.9% +$5.26K 0.07% 92
2022
Q3 		$568K Buy
7,911
+140
+2% +$11.4K 0.08% 90
2022
Q2 		$622K Buy
7,771
+287
+4% +$24.9K 0.08% 85
2022
Q1 		$718K Buy
7,484
+438
+6% +$40.6K 0.08% 76
2021
Q4 		$692K Buy
7,046
+898
+15% +$82.6K 0.08% 80
2021
Q3 		$1M Buy
6,148
+930
+18% +$82.4K 0.12% 78
2021
Q2 		$0 Buy
5,218
+1,463
+39% +$117K ﹤0.01% 106
2021
Q1 		$1M Buy
3,755
+763
+26% +$53.9K 0.13% 95
2020
Q4 		$1M Buy
+2,992
New +$196K 0.15% 85

Other funds holding REZ

KA
Kure Advisory Plymouth, Minnesota $216M AUM 12.91% 1-Year Est. Return
SA
Sincerus Advisory New York $153M AUM 15.11% 1-Year Est. Return
MWML
M Wealth Management LLC San Diego, California $130M AUM 10.88% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
CX Institutional
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CWM
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BCM
Boltwood Capital Management Walnut Creek, California $443M AUM 17.72% 1-Year Est. Return
GIL
Go Invest LLC West Jordan, Utah $473M AUM 9.71% 1-Year Est. Return

RVW Wealth's REZ Position: Q3 2026 in Review

RVW Wealth reduced its iShares Residential and Multisector Real Estate ETF (REZ) stake by 5.9% in Q3 2026, selling an estimated $19.1K and leaving 3,228 shares worth $285K. The position accounts for 0.02% of the portfolio, ranked #157.

RVW Wealth first reported a position in REZ in Q4 2020 and has held it in 24 quarters since. The position peaked at $1M in Q3 2021. 20 funds tracked by Wall St. Rank hold REZ as of Q3 2026.

  • RVW Wealth held 3,228 shares of iShares Residential and Multisector Real Estate ETF worth $285K as of Q3 2026.
  • RVW Wealth sold 202 iShares Residential and Multisector Real Estate ETF shares in Q3 2026, an estimated $19.1K.
  • iShares Residential and Multisector Real Estate ETF made up 0.02% of RVW Wealth's portfolio in Q3 2026, its #157 holding.
  • RVW Wealth first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2020 and has held it in 24 quarters since.
  • RVW Wealth's iShares Residential and Multisector Real Estate ETF position peaked at $1M in Q3 2021.
  • 20 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q3 2026.

Based on RVW Wealth's 13F filing for Q3 2026, filed 6 Oct 2026.