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

Wealth Watch Advisors’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
Q1 		– Sell
-11
Closed -$909 – 699
2025
Q4 		$909 Hold
11
– – ﹤0.01% 800
2025
Q3 		$935 Buy
+11
New +$915 ﹤0.01% 759

Other funds holding REZ

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
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
CPG
Cornerstone Planning Group Fairfield, New Jersey $749M AUM 17.97% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wealth Watch Advisors's REZ Position: Q1 2026 in Review

Wealth Watch Advisors sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q1 2026, closing a stake of 11 shares — an estimated $909 sold.

Wealth Watch Advisors first reported a position in REZ in Q3 2025 and held it in 2 quarters. The position peaked at $935 in Q3 2025. 156 funds tracked by Wall St. Rank hold REZ as of Q1 2026.

  • Wealth Watch Advisors reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q1 2026 after selling out during the quarter.
  • Wealth Watch Advisors sold 11 iShares Residential and Multisector Real Estate ETF shares in Q1 2026, an estimated $909.
  • Wealth Watch Advisors first reported a position in iShares Residential and Multisector Real Estate ETF in Q3 2025 and held it in 2 quarters.
  • Wealth Watch Advisors's iShares Residential and Multisector Real Estate ETF position peaked at $935 in Q3 2025.
  • 156 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q1 2026.

Based on Wealth Watch Advisors's 13F filing for Q1 2026, filed 15 May 2026.