B. Riley Wealth Advisors’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
Q3 | $296K | Sell |
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|
2025
Q2 | $290K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $394K | Buy |
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|
2024
Q2 | $344K | Sell |
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|
2024
Q1 | $387K | Sell |
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|
2023
Q4 | $641K | Buy |
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|
2023
Q3 | $387K | Sell |
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|
2023
Q2 | $2.38M | Sell |
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|
2023
Q1 | $5.19M | Sell |
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|
2022
Q4 | $6.42M | Buy |
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|
2022
Q3 | $6.46M | Sell |
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|
2022
Q2 | $8.5M | Buy |
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|
2022
Q1 | $3.64M | Sell |
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|
2021
Q4 | $3.86M | Buy |
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|
2021
Q3 | $3.15M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $2.1M | Sell |
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|
2020
Q2 | $3.74M | Buy |
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|
2020
Q1 | $2.36M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $2.02M | Sell |
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|
2016
Q2 | $2.09M | Buy |
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|
2016
Q1 | $1.98M | Sell |
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|
2015
Q4 | $1.95M | Sell |
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|
2015
Q3 | $1.83M | Buy |
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|
2015
Q2 | $1.66M | Sell |
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|
2015
Q1 | $1.89M | Sell |
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|
2014
Q4 | $1.81K | Buy |
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|
2014
Q3 | $1.55M | Sell |
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|
2014
Q2 | $1.6M | Buy |
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|
2014
Q1 | $1.47M | Sell |
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|
2013
Q4 | $1.34M | Buy |
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|
2013
Q3 | $1.4M | Buy |
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|
2013
Q2 | $1.4M | Buy |
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