WealthPLAN Partners’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

WealthPLAN Partners’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
2023 Q3	–	Sell	-92	Closed	-$6.74K	–	957
2023 Q2	$6.74K	Hold	92	–	–	﹤0.01%	859
2023 Q1	$6.5K	Buy	+92	New	+$6.64K	﹤0.01%	954
2019 Q1	–	Sell	-3,508	Closed	-$244K	–	267
2018 Q4	$244K	Buy	+3,508	New	+$223K	0.04%	215
2016 Q3	$6.07K	Buy	96 +31	+48%	+$2.08K	﹤0.01%	682
2016 Q2	$4	Buy	+65	New	+$4.21K	﹤0.01%	2569

Other funds holding REZ

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

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.76B AUM 18.08% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

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

WealthPLAN Partners's REZ Position: Q3 2023 in Review

WealthPLAN Partners sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q3 2023, closing a stake of 92 shares — an estimated $6.74K sold.

WealthPLAN Partners first reported a position in REZ in Q2 2016 and held it in 5 quarters. The position peaked at $244K in Q4 2018. 137 funds tracked by Wall St. Rank hold REZ as of Q3 2023.

WealthPLAN Partners reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 92 iShares Residential and Multisector Real Estate ETF shares in Q3 2023, an estimated $6.74K.
WealthPLAN Partners first reported a position in iShares Residential and Multisector Real Estate ETF in Q2 2016 and held it in 5 quarters.
WealthPLAN Partners's iShares Residential and Multisector Real Estate ETF position peaked at $244K in Q4 2018.
137 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.