TSWM
REZ icon

Tyler-Stone Wealth Management’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Tyler-Stone Wealth Management’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
Q3 		– Sell
-113
Closed -$8.7K – 794
2024
Q2 		$8.7K Hold
113
– – ﹤0.01% 678
2024
Q1 		$8.14K Hold
113
– – ﹤0.01% 688
2023
Q4 		$8.31K Sell
113
-117
-51% -$7.86K ﹤0.01% 663
2023
Q3 		$15K Hold
230
– – 0.01% 532
2023
Q2 		$17K Buy
+230
New +$16.4K 0.01% 510
2022
Q4 		$16K Hold
230
– – 0.01% 482
2022
Q3 		$17K Hold
230
– – 0.01% 461
2022
Q2 		$18K Hold
230
– – 0.01% 467
2022
Q1 		$22K Hold
230
– – 0.01% 462
2021
Q4 		$23K Buy
+230
New +$21.2K 0.01% 478

Other funds holding REZ

MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
Morgan Stanley
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
CJH
Christopher J. Hasenberg Eau Claire, Wisconsin $269M AUM 14.57% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $749M AUM 17.97% 1-Year Est. Return

Tyler-Stone Wealth Management's REZ Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q3 2024, closing a stake of 113 shares — an estimated $8.7K sold.

Tyler-Stone Wealth Management first reported a position in REZ in Q4 2021 and held it in 10 quarters. The position peaked at $23K in Q4 2021. 153 funds tracked by Wall St. Rank hold REZ as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 113 iShares Residential and Multisector Real Estate ETF shares in Q3 2024, an estimated $8.7K.
  • Tyler-Stone Wealth Management first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2021 and held it in 10 quarters.
  • Tyler-Stone Wealth Management's iShares Residential and Multisector Real Estate ETF position peaked at $23K in Q4 2021.
  • 153 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.