Atria Wealth Solutions’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 | $595K | Sell |
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|
2025
Q1 | $1.03M | Sell |
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|
2024
Q4 | $1.6M | Buy |
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|
2024
Q3 | $921K | Buy |
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|
2024
Q2 | $350K | Sell |
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|
2024
Q1 | $349K | Buy |
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|
2023
Q4 | $355K | Buy |
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|
2023
Q3 | $317K | Hold |
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|
2023
Q2 | $348K | Buy |
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|
2023
Q1 | $313K | Sell |
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|
2022
Q4 | $314K | Sell |
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|
2022
Q3 | $1.18M | Buy |
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|
2022
Q2 | $1.25M | Buy |
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|
2022
Q1 | $1.38M | Buy |
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