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
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

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

RVW Wealth's REZ Position: Q2 2026 in Review

RVW Wealth reduced its iShares Residential and Multisector Real Estate ETF (REZ) stake by 2.1% in Q2 2026, selling an estimated $6.65K and leaving 3,430 shares worth $325K. The position accounts for 0.02% of the portfolio, ranked #141.

RVW Wealth first reported a position in REZ in Q4 2020 and has held it in 23 quarters since. The position peaked at $1M in Q3 2021. 165 funds tracked by Wall St. Rank hold REZ as of Q2 2026.

  • RVW Wealth held 3,430 shares of iShares Residential and Multisector Real Estate ETF worth $325K as of Q2 2026.
  • RVW Wealth sold 74 iShares Residential and Multisector Real Estate ETF shares in Q2 2026, an estimated $6.65K.
  • iShares Residential and Multisector Real Estate ETF made up 0.02% of RVW Wealth's portfolio in Q2 2026, its #141 holding.
  • RVW Wealth first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2020 and has held it in 23 quarters since.
  • RVW Wealth's iShares Residential and Multisector Real Estate ETF position peaked at $1M in Q3 2021.
  • 165 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2026.

Based on RVW Wealth's 13F filing for Q2 2026, filed 8 Jul 2026.