Strategic Financial Concepts’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Strategic Financial Concepts’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	$1.37M	Buy	14,491 +1,054	+8%	+$94.7K	0.41%	64
2026 Q1	$1.12M	Buy	+13,437	New	+$1.15M	0.28%	84
2025 Q4	–	Sell	-12,609	Closed	-$1.07M	–	259
2025 Q3	$1.07M	Sell	12,609 -1,014	-7%	-$84.4K	0.16%	74
2025 Q2	$1.12M	Sell	13,623 -173	-1%	-$14.3K	0.16%	74
2025 Q1	$1.19M	Buy	13,796 +730	+6%	+$60.9K	0.22%	96
2024 Q4	$1.06M	Buy	13,066 +44	+0.3%	+$3.77K	0.2%	110
2024 Q3	$1.16M	Buy	13,022 +12,843	+7,175%	+$1.07M	0.37%	55
2024 Q2	$13.8K	Sell	179 -13,886	-99%	-$1.01M	0.01%	381
2024 Q1	$1.01M	Buy	+14,065	New	+$992K	0.24%	92
2023 Q4	–	Sell	-12,571	Closed	-$829K	–	233
2023 Q3	$829K	Buy	12,571 +5,286	+73%	+$378K	0.28%	85
2023 Q2	$534K	Buy	7,285 +174	+2%	+$12.4K	0.2%	113
2023 Q1	$502K	Buy	+7,111	New	+$513K	0.2%	112

Other funds holding REZ

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 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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return

Strategic Financial Concepts's REZ Position: Q2 2026 in Review

Strategic Financial Concepts increased its iShares Residential and Multisector Real Estate ETF (REZ) stake by 7.8% in Q2 2026, buying an estimated $94.7K and bringing the position to 14,491 shares worth $1.37M. The position accounts for 0.41% of the portfolio, ranked #64.

Strategic Financial Concepts first reported a position in REZ in Q1 2023 and has held it in 12 quarters since. 165 funds tracked by Wall St. Rank hold REZ as of Q2 2026.

Strategic Financial Concepts held 14,491 shares of iShares Residential and Multisector Real Estate ETF worth $1.37M as of Q2 2026.
Strategic Financial Concepts bought 1,054 iShares Residential and Multisector Real Estate ETF shares in Q2 2026, an estimated $94.7K.
iShares Residential and Multisector Real Estate ETF made up 0.41% of Strategic Financial Concepts's portfolio in Q2 2026, its #64 holding.
Strategic Financial Concepts first reported a position in iShares Residential and Multisector Real Estate ETF in Q1 2023 and has held it in 12 quarters since.
165 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.