RVW Wealth, LLC REZ — Ishares Ftse Nareit Res

Ownership history in RVW Wealth, LLC  ·  22 quarters on record

AI Ownership Summary

RVW Wealth, LLC reported Ishares Ftse Nareit Res (REZ) in 22 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.04% in 2024 Q2. The latest visible filing shows REZ at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this REZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was RVW Wealth, LLC's position in Ishares Ftse Nareit Res, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

REZ was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

REZ stock page RVW Wealth, LLC fund profile RVW Wealth, LLC full holdings
How RVW Wealth, LLC held REZ — position size vs. price
% of Fund (quarterly)    REZ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 3,430 -74 -2.1% 0.02% $325K 2026-07-08 $95.59
2026 Q1 UNCHANGED — — — 3,504 — 0% 0.02% $292K 2026-04-08 $85.82
2025 Q4 REDUCED 5.2% +0.7% ❌ 3,504 -194 -5.2% 0.02% $290K 2026-01-12 $83.14
2025 Q3 REDUCED 6.2% -0.9% ✅ 3,698 -244 -6.2% 0.02% $314K 2025-10-21 $82.98
2025 Q2 ADDED — — — 3,942 +118 +3.1% 0.03% $325K 2025-07-15 $80.63
2025 Q1 UNCHANGED — — — 3,824 — 0% 0.03% $330K 2025-05-08 $80.62
2024 Q4 REDUCED 12.9% +7.1% ❌ 3,824 -565 -12.9% 0.03% $310K 2025-01-23 $77.84
2024 Q3 REDUCED 16.6% -9.1% ✅ 4,389 -875 -16.6% 0.04% $390K 2024-10-15 $83.50
2024 Q2 REDUCED — — — 5,264 -91 -1.7% 0.04% $405K 2024-07-08 $73.48
2024 Q1 REDUCED 7.2% +6.6% ❌ 5,355 -417 -7.2% 0.04% $386K 2024-04-08 $68.57
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding REZ

As of 2026 Q2 — sorted by position size

Winter & Associates, Inc. 2.83% Financial Management, Inc. 1.82% Sincerus Advisory, LLC 1.21% Procyon Advisors, LLC 3Y 0.14% Boltwood Capital Management 3Y 7Y 0.08% RDA Financial Network 3Y 7Y 0.05% CX Institutional 3Y 7Y 0.04% CoreCap Advisors, LLC 3Y 0.0% Central Pacific Bank - Trust Division 0.0%

FAQ About RVW Wealth, LLC and REZ

These are the practical questions this page is built to answer before you even open the full history table.

How long has RVW Wealth, LLC reported owning REZ?

RVW Wealth, LLC reported REZ across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported REZ position in RVW Wealth, LLC's portfolio?

The largest reported portfolio weight for REZ was 0.04% in 2024 Q2.

What is the latest reported REZ position on this page?

The most recent filing on this page is 2026 Q2, when RVW Wealth, LLC reported 3,430 shares, equal to 0.02% of portfolio, with an estimated market value of $325K.

What does the chart on this REZ ownership page compare?

The chart compares RVW Wealth, LLC's quarterly REZ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did RVW Wealth, LLC time their REZ position?

Based on 13F filing dates vs. subsequent REZ price moves, RVW Wealth, LLC correctly timed 10 out of 19 reported position changes (53%). The annualised alpha on REZ relative to SPY over the holding period was +62.9%.

← Back to RVW Wealth, LLC Holdings