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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

FPTW

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

TFA

Tobias Financial Advisors Plantation, Florida $787M AUM 18.52% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

TAP Consulting's REZ Position: Q4 2024 in Review

TAP Consulting increased its iShares Residential and Multisector Real Estate ETF (REZ) stake by 11% in Q4 2024, buying an estimated $188K and bringing the position to 21,584 shares worth $1.75M. The position accounts for 0.36% of the portfolio, ranked #78.

TAP Consulting first reported a position in REZ in Q3 2022 and has held it in 10 quarters since. The position peaked at $1.8M in Q2 2023. 176 funds tracked by Wall St. Rank hold REZ as of Q4 2024.

TAP Consulting held 21,584 shares of iShares Residential and Multisector Real Estate ETF worth $1.75M as of Q4 2024.
TAP Consulting bought 2,195 iShares Residential and Multisector Real Estate ETF shares in Q4 2024, an estimated $188K.
iShares Residential and Multisector Real Estate ETF made up 0.36% of TAP Consulting's portfolio in Q4 2024, its #78 holding.
TAP Consulting first reported a position in iShares Residential and Multisector Real Estate ETF in Q3 2022 and has held it in 10 quarters since.
TAP Consulting's iShares Residential and Multisector Real Estate ETF position peaked at $1.8M in Q2 2023.
176 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q4 2024.

Based on TAP Consulting's 13F filing for Q4 2024, filed 11 Feb 2025.