AE Wealth Management’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.21M | Sell |
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|
2025
Q1 | $1.35M | Sell |
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|
2024
Q4 | $1.34M | Sell |
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|
2024
Q3 | $1.5M | Sell |
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|
2024
Q2 | $1.31M | Sell |
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|
2024
Q1 | $1.24M | Sell |
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|
2023
Q4 | $1.24M | Sell |
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|
2023
Q3 | $1.31M | Sell |
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|
2023
Q2 | $1.58M | Sell |
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|
2023
Q1 | $1.61M | Sell |
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|
2022
Q4 | $1.66M | Sell |
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|
2022
Q3 | $3.14M | Buy |
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|
2022
Q2 | $2.35M | Buy |
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|
2022
Q1 | $1.62M | Buy |
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|
2021
Q4 | $1.61M | Sell |
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|
2021
Q3 | $3.01M | Buy |
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|
2021
Q2 | $777K | Buy |
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|
2021
Q1 | $545K | Buy |
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|
2020
Q4 | $477K | Buy |
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|
2020
Q3 | $402K | Sell |
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|
2020
Q2 | $515K | Buy |
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|
2020
Q1 | $457K | Buy |
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