Avantax Advisory Services’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 | $767K | Buy |
9,312
+3,210
| +53% | +$264K | ﹤0.01% | 1325 |
|
|
2025
Q1 | $527K | Buy |
6,102
+519
| +9% | +$44.9K | ﹤0.01% | 1472 |
|
|
2024
Q4 | $452K | Sell |
5,583
-15,230
| -73% | -$1.23M | ﹤0.01% | 1515 |
|
|
2024
Q3 | $1.85M | Buy |
20,813
+7,531
| +57% | +$669K | 0.01% | 741 |
|
|
2024
Q2 | $1.02M | Buy |
13,282
+8,633
| +186% | +$665K | 0.01% | 965 |
|
|
2024
Q1 | $335K | Sell |
4,649
-81
| -2% | -$5.84K | ﹤0.01% | 1239 |
|
|
2023
Q4 | $348K | Buy |
4,730
+310
| +7% | +$22.8K | ﹤0.01% | 1155 |
|
|
2023
Q3 | $291K | Buy |
4,420
+715
| +19% | +$47.2K | ﹤0.01% | 1214 |
|
|
2023
Q2 | $271K | Sell |
3,705
-240
| -6% | -$17.6K | ﹤0.01% | 1237 |
|
|
2023
Q1 | $279K | Sell |
3,945
-455
| -10% | -$32.1K | ﹤0.01% | 1187 |
|
|
2022
Q4 | $301K | Buy |
4,400
+1,588
| +56% | +$109K | ﹤0.01% | 1103 |
|
|
2022
Q3 | $202K | Sell |
2,812
-78
| -3% | -$5.6K | ﹤0.01% | 1213 |
|
|
2022
Q2 | $231K | Sell |
2,890
-388
| -12% | -$31K | ﹤0.01% | 1139 |
|
|
2022
Q1 | $316K | Sell |
3,278
-218
| -6% | -$21K | ﹤0.01% | 971 |
|
|
2021
Q4 | $343K | Buy |
3,496
+481
| +16% | +$47.2K | 0.01% | 914 |
|
|
2021
Q3 | $258K | Hold |
3,015
| – | – | ﹤0.01% | 993 |
|
|
2021
Q2 | $247K | Sell |
3,015
-708
| -19% | -$58K | ﹤0.01% | 988 |
|
|
2021
Q1 | $275K | Sell |
3,723
-1,696
| -31% | -$125K | 0.01% | 844 |
|
|
2020
Q4 | $368K | Sell |
5,419
-11,289
| -68% | -$767K | 0.01% | 653 |
|
|
2020
Q3 | $1.02M | Buy |
16,708
+11,774
| +239% | +$716K | 0.02% | 534 |
|
|
2020
Q2 | $295K | Sell |
4,934
-23,527
| -83% | -$1.41M | 0.01% | 643 |
|
|
2020
Q1 | $1.57M | Buy |
28,461
+22,324
| +364% | +$1.23M | 0.05% | 227 |
|
|
2019
Q4 | $463K | Buy |
6,137
+1,595
| +35% | +$120K | 0.01% | 499 |
|
|
2019
Q3 | $362K | Sell |
4,542
-413
| -8% | -$32.9K | 0.01% | 387 |
|
|
2019
Q2 | $361K | Buy |
4,955
+22
| +0.4% | +$1.6K | 0.02% | 360 |
|
|
2019
Q1 | $349K | Buy |
+4,933
| New | +$349K | 0.02% | 326 |
|