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Steward Partners Investment Advisory’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Steward Partners Investment Advisory’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 		– Sell
-601
Closed -$50K – 4828
2026
Q1 		$50K Sell
601
-1,121
-65% -$96.3K ﹤0.01% 2781
2025
Q4 		$142K Buy
1,722
+454
+36% +$38.1K ﹤0.01% 2100
2025
Q3 		$108K Buy
1,268
+330
+35% +$27.5K ﹤0.01% 2191
2025
Q2 		$77.2K Buy
938
+442
+89% +$36.4K ﹤0.01% 2257
2025
Q1 		$42.9K Buy
496
+16
+3% +$1.33K ﹤0.01% 2463
2024
Q4 		$38.9K Hold
480
– – ﹤0.01% 2467
2024
Q3 		$42.6K Hold
480
– – ﹤0.01% 2311
2024
Q2 		$37K Hold
480
– – ﹤0.01% 2248
2024
Q1 		$34.6K Hold
480
– – ﹤0.01% 2278
2023
Q4 		$35.3K Sell
480
-420
-47% -$28.2K ﹤0.01% 2133
2023
Q3 		$59.4K Hold
900
– – ﹤0.01% 1831
2023
Q2 		$65.9K Buy
900
+2
+0.2% +$143 ﹤0.01% 1770
2023
Q1 		$63.4K Sell
898
-25,916
-97% -$1.87M ﹤0.01% 1770
2022
Q4 		$1.83M Buy
26,814
+676
+3% +$47.4K 0.03% 476
2022
Q3 		$1.88M Buy
26,138
+606
+2% +$49.6K 0.04% 449
2022
Q2 		$2.04M Buy
25,532
+546
+2% +$47.5K 0.04% 432
2022
Q1 		$2.4M Buy
24,986
+24,506
+5,105% +$2.27M 0.04% 425
2021
Q4 		$47K Hold
480
– – ﹤0.01% 1952
2021
Q3 		$41K Hold
480
– – ﹤0.01% 1994
2021
Q2 		$40K Hold
480
– – ﹤0.01% 3783
2021
Q1 		$35.5K Hold
480
– – ﹤0.01% 2171
2020
Q4 		$33K Buy
480
+108
+29% +$7.06K ﹤0.01% 1863
2020
Q3 		$23K Buy
+372
New +$22.9K ﹤0.01% 1844
2018
Q4 		– Sell
-250
Closed -$16K – 1839
2018
Q3 		$16K Hold
250
– – ﹤0.01% 1662
2018
Q2 		$16K Buy
+250
New +$14.8K ﹤0.01% 1554

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

Steward Partners Investment Advisory's REZ Position: Q2 2026 in Review

Steward Partners Investment Advisory sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q2 2026, closing a stake of 601 shares — an estimated $50K sold.

Steward Partners Investment Advisory first reported a position in REZ in Q2 2018 and held it in 25 quarters. The position peaked at $2.4M in Q1 2022. 164 funds tracked by Wall St. Rank hold REZ as of Q2 2026.

  • Steward Partners Investment Advisory reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q2 2026 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 601 iShares Residential and Multisector Real Estate ETF shares in Q2 2026, an estimated $50K.
  • Steward Partners Investment Advisory first reported a position in iShares Residential and Multisector Real Estate ETF in Q2 2018 and held it in 25 quarters.
  • Steward Partners Investment Advisory's iShares Residential and Multisector Real Estate ETF position peaked at $2.4M in Q1 2022.
  • 164 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.