Strategies Wealth Advisors’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Strategies Wealth Advisors’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
2024 Q4	–	Sell	-7,732	Closed	-$687K	–	132
2024 Q3	$687K	Hold	7,732	–	–	0.09%	55
2024 Q2	$595K	Hold	7,732	–	–	0.09%	54
2024 Q1	$557K	Buy	7,732 +34	+0.4%	+$2.4K	0.09%	57
2023 Q4	$566K	Buy	7,698 +154	+2%	+$10.3K	0.1%	54
2023 Q3	$498K	Hold	7,544	–	–	0.1%	54
2023 Q2	$553K	Buy	7,544 +40	+0.5%	+$2.86K	0.11%	56
2023 Q1	$530K	Buy	7,504 +41	+0.5%	+$2.96K	0.12%	52
2022 Q4	$510K	Buy	+7,463	New	+$523K	0.13%	51

Other funds holding REZ

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

FPTW

Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return

TFA

Tobias Financial Advisors Plantation, Florida $718M AUM 15.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Strategies Wealth Advisors's REZ Position: Q4 2024 in Review

Strategies Wealth Advisors sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q4 2024, closing a stake of 7,732 shares — an estimated $687K sold.

Strategies Wealth Advisors first reported a position in REZ in Q4 2022 and held it in 8 quarters. The position peaked at $687K in Q3 2024. 175 funds tracked by Wall St. Rank hold REZ as of Q4 2024.

Strategies Wealth Advisors reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q4 2024 after selling out during the quarter.
Strategies Wealth Advisors sold 7,732 iShares Residential and Multisector Real Estate ETF shares in Q4 2024, an estimated $687K.
Strategies Wealth Advisors first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2022 and held it in 8 quarters.
Strategies Wealth Advisors's iShares Residential and Multisector Real Estate ETF position peaked at $687K in Q3 2024.
175 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q4 2024.

Based on Strategies Wealth Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.