Axxcess 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 | $340K | Sell |
4,124
-6,392
| -61% | -$526K | 0.01% | 690 |
|
|
2025
Q1 | $909K | Sell |
10,516
-30,352
| -74% | -$2.62M | 0.02% | 417 |
|
|
2024
Q4 | $3.31M | Sell |
40,868
-8,457
| -17% | -$685K | 0.08% | 180 |
|
|
2024
Q3 | $4.38M | Sell |
49,325
-419,970
| -89% | -$37.3M | 0.11% | 154 |
|
|
2024
Q2 | $36.1M | Buy |
469,295
+16,380
| +4% | +$1.26M | 0.96% | 20 |
|
|
2024
Q1 | $32.6M | Buy |
452,915
+21,607
| +5% | +$1.56M | 0.89% | 21 |
|
|
2023
Q4 | $31.7M | Sell |
431,308
-12,002
| -3% | -$882K | 0.92% | 19 |
|
|
2023
Q3 | $29.2M | Buy |
+443,310
| New | +$29.2M | 1% | 20 |
|