SignatureFD’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

SignatureFD’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
2025 Q2	–	Sell	-15	Closed	-$1.3K	–	3401
2025 Q1	$1.3K	Hold	15	–	–	﹤0.01%	2986
2024 Q4	$1.22K	Hold	15	–	–	﹤0.01%	2988
2024 Q3	$1.33K	Buy	+15	New	+$1.25K	﹤0.01%	2938
2023 Q3	–	Sell	-1	Closed	-$48	–	3285
2023 Q2	$48	Sell	1 -1,987	-100%	-$142K	﹤0.01%	3190
2023 Q1	$140K	Buy	1,988 +11	+0.6%	+$793	﹤0.01%	869
2022 Q4	$135K	Buy	1,977 +21	+1%	+$1.47K	﹤0.01%	862
2022 Q3	$140K	Buy	1,956 +22	+1%	+$1.8K	﹤0.01%	805
2022 Q2	$155K	Buy	1,934 +10	+0.5%	+$869	0.01%	787
2022 Q1	$184K	Buy	1,924 +6	+0.3%	+$556	0.01%	754
2021 Q4	$188K	Buy	1,918 +14	+0.7%	+$1.29K	0.01%	743
2021 Q3	$163K	Buy	+1,904	New	+$169K	0.01%	777

Other funds holding REZ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FPTW

Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return

TFA

Tobias Financial Advisors Plantation, Florida $718M AUM 15.66% 1-Year Est. Return

CPG

Cornerstone Planning Group Fairfield, New Jersey $749M AUM 17.97% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SignatureFD's REZ Position: Q2 2025 in Review

SignatureFD sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q2 2025, closing a stake of 15 shares — an estimated $1.3K sold.

SignatureFD first reported a position in REZ in Q3 2021 and held it in 11 quarters. The position peaked at $188K in Q4 2021. 159 funds tracked by Wall St. Rank hold REZ as of Q2 2025.

SignatureFD reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q2 2025 after selling out during the quarter.
SignatureFD sold 15 iShares Residential and Multisector Real Estate ETF shares in Q2 2025, an estimated $1.3K.
SignatureFD first reported a position in iShares Residential and Multisector Real Estate ETF in Q3 2021 and held it in 11 quarters.
SignatureFD's iShares Residential and Multisector Real Estate ETF position peaked at $188K in Q4 2021.
159 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2025.

Based on SignatureFD's 13F filing for Q2 2025, filed 16 Jul 2025.