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

Wealth Quarterback’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
2021
Q3 		$10K Hold
106
– – 0.01% 478
2021
Q2 		$9K Buy
+106
New +$8.5K 0.01% 503
2020
Q2 		– Sell
-102
Closed -$5.62K – 612
2020
Q1 		$5.62K Sell
102
-1
-1% -$72 0.01% 589
2019
Q4 		$7.76K Buy
+103
New +$7.99K 0.01% 576

Other funds holding REZ

AssetMark Inc
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
PS
Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CAAS
Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return

Wealth Quarterback's REZ Position: Q3 2021 in Review

Wealth Quarterback held its iShares Residential and Multisector Real Estate ETF (REZ) position steady in Q3 2021 at 106 shares worth $10K. The position accounts for 0.01% of the portfolio, ranked #478.

Wealth Quarterback first reported a position in REZ in Q4 2019 and has held it in 4 quarters since. 134 funds tracked by Wall St. Rank hold REZ as of Q3 2021.

  • Wealth Quarterback held 106 shares of iShares Residential and Multisector Real Estate ETF worth $10K as of Q3 2021.
  • Wealth Quarterback left its iShares Residential and Multisector Real Estate ETF share count unchanged in Q3 2021.
  • iShares Residential and Multisector Real Estate ETF made up 0.01% of Wealth Quarterback's portfolio in Q3 2021, its #478 holding.
  • Wealth Quarterback first reported a position in iShares Residential and Multisector Real Estate ETF in Q4 2019 and has held it in 4 quarters since.
  • 134 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.