TAP Consulting’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

TAP Consulting’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	$1.75M	Buy	21,584 +2,195	+11%	+$188K	0.36%	78
2024 Q3	$1.72M	Sell	19,389 -1,845	-9%	-$154K	0.34%	78
2024 Q2	$1.63M	Buy	21,234 +1,302	+7%	+$95K	0.34%	83
2024 Q1	$1.44M	Buy	19,932 +333	+2%	+$23.5K	0.32%	88
2023 Q4	$1.44M	Sell	19,599 -4,222	-18%	-$284K	0.34%	75
2023 Q3	$1.57M	Sell	23,821 -716	-3%	-$51.2K	0.4%	73
2023 Q2	$1.8M	Buy	24,537 +1,282	+6%	+$91.6K	0.44%	62
2023 Q1	$1.64M	Buy	23,255 +4,220	+22%	+$304K	0.4%	63
2022 Q4	$1.3M	Sell	19,035 -1,114	-6%	-$78.1K	0.34%	69
2022 Q3	$1.45M	Buy	+20,149	New	+$1.65M	0.39%	59

Other funds holding REZ

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

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

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

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

Northwestern Mutual Wealth Management

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

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