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 $431B AUM 30.22% 1-Year Est. Return

Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return

Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B 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

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return