Aprio 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	$20.9M	Sell	253,861 -46,892	-16%	-$3.86M	2.36%	9
2025 Q1	$26M	Sell	300,753 -2,461	-0.8%	-$213K	3.26%	6
2024 Q4	$24.6M	Buy	303,214 +45,685	+18%	+$3.7M	3.58%	6
2024 Q3	$22.9M	Buy	+257,529	New	+$22.9M	3.66%	6