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

Stratos 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	$443K	Buy	+4,681	New	+$421K	﹤0.01%	1204
2022 Q2	–	Sell	-2,881	Closed	-$276K	–	1286
2022 Q1	$276K	Buy	+2,881	New	+$267K	0.01%	1017
2016 Q4	–	Sell	-8,912	Closed	-$584K	–	767
2016 Q3	$584K	Sell	8,912 -623	-7%	-$41.7K	0.04%	323
2016 Q2	$644K	Buy	9,535 +1,211	+15%	+$78.5K	0.05%	286
2016 Q1	$549K	Buy	8,324 +4,941	+146%	+$305K	0.05%	276
2015 Q4	$215K	Buy	+3,383	New	+$207K	0.02%	500

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

Stratos Wealth Partners's REZ Position: Q2 2026 in Review

Stratos Wealth Partners opened a new position in iShares Residential and Multisector Real Estate ETF (REZ) in Q2 2026: 4,681 shares worth $443K. The stake represents ﹤0.01% of the portfolio and ranks #1204 among its holdings. This is a return to the name: Stratos Wealth Partners previously reported a position in REZ as recently as Q1 2022.

Stratos Wealth Partners first reported a position in REZ in Q4 2015 and has held it in 6 quarters since. The position peaked at $644K in Q2 2016. 165 funds tracked by Wall St. Rank hold REZ as of Q2 2026.

Stratos Wealth Partners held 4,681 shares of iShares Residential and Multisector Real Estate ETF worth $443K as of Q2 2026.
iShares Residential and Multisector Real Estate ETF was a new Stratos Wealth Partners position in Q2 2026.
iShares Residential and Multisector Real Estate ETF made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #1204 holding.
Stratos Wealth Partners first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2015 and has held it in 6 quarters since.
Stratos Wealth Partners's iShares Residential and Multisector Real Estate ETF position peaked at $644K in Q2 2016.
165 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.