SIS
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Sound Income Strategies’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Sound Income Strategies’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 		$201K Sell
2,123
-95
-4% -$8.54K 0.01% 471
2026
Q1 		$186K Sell
2,218
-113
-5% -$9.71K 0.01% 437
2025
Q4 		$201K Buy
2,331
+377
+19% +$31.6K 0.01% 415
2025
Q3 		$160K Sell
1,954
-535
-21% -$44.5K 0.01% 327
2025
Q2 		$205K Sell
2,489
-361
-13% -$29.8K 0.01% 275
2025
Q1 		$246K Buy
2,850
+51
+2% +$4.25K 0.01% 250
2024
Q4 		$227K Sell
2,799
-373
-12% -$32K 0.01% 229
2024
Q3 		$282K Sell
3,172
-278
-8% -$23.3K 0.02% 201
2024
Q2 		$266K Sell
3,450
-305
-8% -$22.3K 0.02% 199
2024
Q1 		$271K Sell
3,755
-315
-8% -$22.2K 0.02% 187
2023
Q4 		$299K Sell
4,070
-223
-5% -$15K 0.02% 161
2023
Q3 		$283K Sell
4,293
-209
-5% -$14.9K 0.02% 136
2023
Q2 		$330K Sell
4,502
-261
-5% -$18.6K 0.03% 123
2023
Q1 		$336K Sell
4,763
-571
-11% -$41.2K 0.04% 121
2022
Q4 		$365K Sell
5,334
-607
-10% -$42.5K 0.05% 112
2022
Q3 		$427K Sell
5,941
-666
-10% -$54.5K 0.06% 101
2022
Q2 		$529K Sell
6,607
-582
-8% -$50.6K 0.07% 103
2022
Q1 		$689K Sell
7,189
-2,550
-26% -$236K 0.08% 98
2021
Q4 		$957K Sell
9,739
-2,229
-19% -$205K 0.11% 91
2021
Q3 		$1.02M Buy
11,968
+6,529
+120% +$578K 0.13% 89
2021
Q2 		$453K Buy
5,439
+3,942
+263% +$316K 0.07% 114
2021
Q1 		$111K Buy
+1,497
New +$106K 0.02% 163

Other funds holding REZ

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
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ACA
Ascension Capital Advisors Houston, Texas $356M AUM 16.16% 1-Year Est. Return
PGF
Plan Group Financial Oklahoma City, Oklahoma $486M AUM 23.53% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Sound Income Strategies's REZ Position: Q2 2026 in Review

Sound Income Strategies reduced its iShares Residential and Multisector Real Estate ETF (REZ) stake by 4.3% in Q2 2026, selling an estimated $8.54K and leaving 2,123 shares worth $201K. The position accounts for 0.01% of the portfolio, ranked #471.

Sound Income Strategies first reported a position in REZ in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.02M in Q3 2021. 120 funds tracked by Wall St. Rank hold REZ as of Q2 2026.

  • Sound Income Strategies held 2,123 shares of iShares Residential and Multisector Real Estate ETF worth $201K as of Q2 2026.
  • Sound Income Strategies sold 95 iShares Residential and Multisector Real Estate ETF shares in Q2 2026, an estimated $8.54K.
  • iShares Residential and Multisector Real Estate ETF made up 0.01% of Sound Income Strategies's portfolio in Q2 2026, its #471 holding.
  • Sound Income Strategies first reported a position in iShares Residential and Multisector Real Estate ETF in Q1 2021 and has held it in 22 quarters since.
  • Sound Income Strategies's iShares Residential and Multisector Real Estate ETF position peaked at $1.02M in Q3 2021.
  • 120 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.