SWM
REZ icon

Spire Wealth Management’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Spire Wealth 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
2025
Q4 		– Sell
-135
Closed -$11.5K – 2448
2025
Q3 		$11.5K Hold
135
– – ﹤0.01% 1703
2025
Q2 		$11.1K Sell
135
-271
-67% -$22.3K ﹤0.01% 1687
2025
Q1 		$35.1K Buy
406
+50
+14% +$4.17K ﹤0.01% 1409
2024
Q4 		$28.8K Buy
356
+132
+59% +$11.3K ﹤0.01% 1493
2024
Q3 		$19.9K Buy
224
+8
+4% +$669 ﹤0.01% 1438
2024
Q2 		$16.6K Buy
216
+69
+47% +$5.03K ﹤0.01% 1505
2024
Q1 		$10.6K Hold
147
– – ﹤0.01% 1697
2023
Q4 		$10.5K Hold
147
– – ﹤0.01% 1747
2023
Q3 		$9.7K Hold
147
– – ﹤0.01% 1742
2023
Q2 		$10.8K Hold
147
– – ﹤0.01% 1790
2023
Q1 		$10.4K Sell
147
-119
-45% -$8.58K ﹤0.01% 1830
2022
Q4 		$18K Hold
266
– – ﹤0.01% 1410
2022
Q3 		$19K Sell
266
-12
-4% -$981 ﹤0.01% 1355
2022
Q2 		$22K Hold
278
– – ﹤0.01% 1637
2022
Q1 		$27K Buy
278
+12
+5% +$1.11K ﹤0.01% 1685
2021
Q4 		$26K Buy
266
+131
+97% +$12K ﹤0.01% 2025
2021
Q3 		$12K Hold
135
– – ﹤0.01% 2052
2021
Q2 		$11K Buy
+135
New +$10.8K ﹤0.01% 2085

Other funds holding REZ

Morgan Stanley
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
ECM
Evergreen Capital Management Bellevue, Washington $4.61B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
CPG
Cornerstone Planning Group Fairfield, New Jersey $749M AUM 17.97% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return