Allworth Financial’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 | $20.4K | Hold |
248
| – | – | ﹤0.01% | 2497 |
|
2025
Q1 | $20.5K | Hold |
248
| – | – | ﹤0.01% | 2063 |
|
2024
Q4 | $19.9K | Sell |
248
-150
| -38% | -$12K | ﹤0.01% | 2103 |
|
2024
Q3 | $35.3K | Hold |
398
| – | – | ﹤0.01% | 1564 |
|
2024
Q2 | $31.8K | Buy |
398
+1
| +0.3% | +$80 | ﹤0.01% | 1592 |
|
2024
Q1 | $28.6K | Hold |
397
| – | – | ﹤0.01% | 1561 |
|
2023
Q4 | $29.2K | Buy |
+397
| New | +$29.2K | ﹤0.01% | 1426 |
|