AE Wealth Management’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Sell |
14,740
-894
| -6% | -$73.6K | 0.01% | 675 |
|
|
2025
Q1 | $1.35M | Sell |
15,634
-859
| -5% | -$74.2K | 0.01% | 633 |
|
|
2024
Q4 | $1.34M | Sell |
16,493
-445
| -3% | -$36.1K | 0.01% | 641 |
|
|
2024
Q3 | $1.5M | Sell |
16,938
-92
| -0.5% | -$8.17K | 0.01% | 618 |
|
|
2024
Q2 | $1.31M | Sell |
17,030
-152
| -0.9% | -$11.7K | 0.01% | 638 |
|
|
2024
Q1 | $1.24M | Sell |
17,182
-508
| -3% | -$36.6K | 0.01% | 609 |
|
|
2023
Q4 | $1.24M | Sell |
17,690
-2,142
| -11% | -$150K | 0.01% | 1076 |
|
|
2023
Q3 | $1.31M | Sell |
19,832
-1,707
| -8% | -$113K | 0.01% | 994 |
|
|
2023
Q2 | $1.58M | Sell |
21,539
-1,230
| -5% | -$90.1K | 0.01% | 914 |
|
|
2023
Q1 | $1.61M | Sell |
22,769
-1,547
| -6% | -$109K | 0.01% | 871 |
|
|
2022
Q4 | $1.66M | Sell |
24,316
-19,449
| -44% | -$1.33M | 0.01% | 810 |
|
|
2022
Q3 | $3.14M | Buy |
43,765
+14,338
| +49% | +$1.03M | 0.02% | 555 |
|
|
2022
Q2 | $2.35M | Buy |
29,427
+12,570
| +75% | +$1.01M | 0.02% | 615 |
|
|
2022
Q1 | $1.62M | Buy |
16,857
+441
| +3% | +$42.3K | 0.01% | 754 |
|
|
2021
Q4 | $1.61M | Sell |
16,416
-18,771
| -53% | -$1.84M | 0.01% | 766 |
|
|
2021
Q3 | $3.01M | Buy |
35,187
+25,866
| +278% | +$2.21M | 0.02% | 510 |
|
|
2021
Q2 | $777K | Buy |
9,321
+1,953
| +27% | +$163K | 0.01% | 933 |
|
|
2021
Q1 | $545K | Buy |
7,368
+339
| +5% | +$25.1K | 0.01% | 988 |
|
|
2020
Q4 | $477K | Buy |
7,029
+433
| +7% | +$29.4K | 0.01% | 979 |
|
|
2020
Q3 | $402K | Sell |
6,596
-1,981
| -23% | -$121K | 0.01% | 942 |
|
|
2020
Q2 | $515K | Buy |
8,577
+302
| +4% | +$18.1K | 0.01% | 867 |
|
|
2020
Q1 | $457K | Buy |
+8,275
| New | +$457K | 0.01% | 712 |
|