WhitTier Trust Company’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

WhitTier Trust Company’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 Q2	$28K	Hold	287	–	–	﹤0.01%	847
2026 Q1	$24.3K	Hold	287	–	–	﹤0.01%	856
2025 Q4	$24K	Hold	287	–	–	﹤0.01%	868
2025 Q3	$24.2K	Hold	287	–	–	﹤0.01%	847
2025 Q2	$23.6K	Hold	287	–	–	﹤0.01%	945
2025 Q1	$24.8K	Hold	287	–	–	﹤0.01%	919
2024 Q4	$23.3K	Hold	287	–	–	﹤0.01%	911
2024 Q3	$25.5K	Hold	287	–	–	﹤0.01%	893
2024 Q2	$22.1K	Hold	287	–	–	﹤0.01%	872
2024 Q1	$20.7K	Hold	287	–	–	﹤0.01%	850
2023 Q4	$21.1K	Hold	287	–	–	﹤0.01%	831
2023 Q3	$18.9K	Hold	287	–	–	﹤0.01%	825
2023 Q2	$21K	Hold	287	–	–	﹤0.01%	847
2023 Q1	$20.3K	Hold	287	–	–	﹤0.01%	844
2022 Q4	$19.6K	Hold	287	–	–	﹤0.01%	844
2022 Q3	$21K	Hold	287	–	–	﹤0.01%	806
2022 Q2	$23K	Buy	+287	New	+$24.9K	﹤0.01%	798

Other funds holding REZ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FPTW

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

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

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

CPG

Cornerstone Planning Group Fairfield, New Jersey $794M AUM 22.68% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return

WhitTier Trust Company's REZ Position: Q2 2026 in Review

WhitTier Trust Company held its iShares Residential and Multisector Real Estate ETF (REZ) position steady in Q2 2026 at 287 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #847.

WhitTier Trust Company first reported a position in REZ in Q2 2022 and has held it in 17 quarters since. 165 funds tracked by Wall St. Rank hold REZ as of Q2 2026.

WhitTier Trust Company held 287 shares of iShares Residential and Multisector Real Estate ETF worth $28K as of Q2 2026.
WhitTier Trust Company left its iShares Residential and Multisector Real Estate ETF share count unchanged in Q2 2026.
iShares Residential and Multisector Real Estate ETF made up ﹤0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #847 holding.
WhitTier Trust Company first reported a position in iShares Residential and Multisector Real Estate ETF in Q2 2022 and has held it in 17 quarters since.
165 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.