Strategic Wealth Partners’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Strategic Wealth Partners’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	$13.2K	Sell	139 -130	-48%	-$11.7K	﹤0.01%	858
2026 Q1	$22.4K	Hold	269	–	–	﹤0.01%	679
2025 Q4	$22.3K	Buy	269 +1	+0.4%	+$84	﹤0.01%	677
2025 Q3	$22.8K	Buy	268 +1	+0.4%	+$83	﹤0.01%	701
2025 Q2	$22K	Buy	+267	New	+$22K	﹤0.01%	632
2022 Q2	–	Sell	-49,323	Closed	-$4.73M	–	275
2022 Q1	$4.73M	Buy	+49,323	New	+$4.57M	0.92%	24

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 Wealth Partners's REZ Position: Q2 2026 in Review

Strategic Wealth Partners reduced its iShares Residential and Multisector Real Estate ETF (REZ) stake by 48% in Q2 2026, selling an estimated $11.7K and leaving 139 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #858.

Strategic Wealth Partners first reported a position in REZ in Q1 2022 and has held it in 6 quarters since. The position peaked at $4.73M in Q1 2022. 165 funds tracked by Wall St. Rank hold REZ as of Q2 2026.

Strategic Wealth Partners held 139 shares of iShares Residential and Multisector Real Estate ETF worth $13.2K as of Q2 2026.
Strategic Wealth Partners sold 130 iShares Residential and Multisector Real Estate ETF shares in Q2 2026, an estimated $11.7K.
iShares Residential and Multisector Real Estate ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #858 holding.
Strategic Wealth Partners first reported a position in iShares Residential and Multisector Real Estate ETF in Q1 2022 and has held it in 6 quarters since.
Strategic Wealth Partners's iShares Residential and Multisector Real Estate ETF position peaked at $4.73M in Q1 2022.
165 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.