B. Riley Wealth Advisors’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 | $290K | Buy |
+3,524
| New | +$290K | 0.01% | 714 |
|
|
2024
Q4 | – | Sell |
-4,495
| Closed | -$394K | – | 1266 |
|
|
2024
Q3 | $394K | Buy |
4,495
+33
| +0.7% | +$2.89K | 0.01% | 840 |
|
|
2024
Q2 | $344K | Sell |
4,462
-1,343
| -23% | -$103K | 0.01% | 960 |
|
|
2024
Q1 | $387K | Sell |
5,805
-2,914
| -33% | -$194K | 0.01% | 925 |
|
|
2023
Q4 | $641K | Buy |
8,719
+2,914
| +50% | +$214K | 0.02% | 694 |
|
|
2023
Q3 | $387K | Sell |
5,805
-26,639
| -82% | -$1.78M | 0.01% | 925 |
|
|
2023
Q2 | $2.38M | Sell |
32,444
-41,015
| -56% | -$3.01M | 0.05% | 320 |
|
|
2023
Q1 | $5.19M | Sell |
73,459
-20,459
| -22% | -$1.44M | 0.14% | 167 |
|
|
2022
Q4 | $6.42M | Buy |
93,918
+3,994
| +4% | +$273K | 0.18% | 136 |
|
|
2022
Q3 | $6.46M | Sell |
89,924
-16,315
| -15% | -$1.17M | 0.2% | 113 |
|
|
2022
Q2 | $8.5M | Buy |
106,239
+68,321
| +180% | +$5.46M | 0.36% | 60 |
|
|
2022
Q1 | $3.64M | Sell |
37,918
-1,400
| -4% | -$134K | 0.12% | 181 |
|
|
2021
Q4 | $3.86M | Buy |
39,318
+2,516
| +7% | +$247K | 0.11% | 197 |
|
|
2021
Q3 | $3.15M | Buy |
+36,802
| New | +$3.15M | 0.1% | 230 |
|
|
2020
Q4 | – | Sell |
-34,974
| Closed | -$2.1M | – | 1085 |
|
|
2020
Q3 | $2.1M | Sell |
34,974
-27,257
| -44% | -$1.64M | 0.11% | 190 |
|
|
2020
Q2 | $3.74M | Buy |
62,231
+19,543
| +46% | +$1.17M | 0.25% | 99 |
|
|
2020
Q1 | $2.36M | Buy |
+42,688
| New | +$2.36M | 0.2% | 120 |
|
|
2016
Q4 | – | Sell |
-30,831
| Closed | -$2.02M | – | 618 |
|
|
2016
Q3 | $2.02M | Sell |
30,831
-105
| -0.3% | -$6.88K | 0.4% | 54 |
|
|
2016
Q2 | $2.09M | Buy |
30,936
+919
| +3% | +$62.1K | 0.42% | 54 |
|
|
2016
Q1 | $1.98M | Sell |
30,017
-643
| -2% | -$42.4K | 0.46% | 52 |
|
|
2015
Q4 | $1.95M | Sell |
30,660
-252
| -0.8% | -$16K | 0.39% | 61 |
|
|
2015
Q3 | $1.83M | Buy |
30,912
+1,238
| +4% | +$73.4K | 0.44% | 48 |
|
|
2015
Q2 | $1.66M | Sell |
29,674
-708
| -2% | -$39.7K | 0.41% | 53 |
|
|
2015
Q1 | $1.89M | Sell |
30,382
-409
| -1% | -$25.4K | 0.46% | 44 |
|
|
2014
Q4 | $1.81K | Buy |
30,791
+426
| +1% | +$25 | 0.04% | 584 |
|
|
2014
Q3 | $1.55M | Sell |
30,365
-28,916
| -49% | -$1.48M | 0.4% | 50 |
|
|
2014
Q2 | $1.6M | Buy |
59,281
+29,844
| +101% | +$805K | 0.38% | 45 |
|
|
2014
Q1 | $1.47M | Sell |
29,437
-330
| -1% | -$16.5K | 0.45% | 40 |
|
|
2013
Q4 | $1.34M | Buy |
29,767
+510
| +2% | +$23K | 0.43% | 46 |
|
|
2013
Q3 | $1.4M | Buy |
29,257
+2,007
| +7% | +$96.2K | 0.48% | 41 |
|
|
2013
Q2 | $1.4M | Buy |
+27,250
| New | +$1.4M | 0.47% | 45 |
|