Bank of Montreal’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
$98.8K Hold
1,200
﹤0.01% 2692
2025
Q1
$104K Hold
1,200
﹤0.01% 2641
2024
Q4
$97.2K Hold
1,200
﹤0.01% 2653
2024
Q3
$106K Hold
1,200
﹤0.01% 2908
2024
Q2
$92.6K Sell
1,200
-171
-12% -$13.2K ﹤0.01% 2970
2024
Q1
$98.9K Sell
1,371
-4,004
-74% -$289K ﹤0.01% 2976
2023
Q4
$400K Buy
5,375
+2,317
+76% +$173K ﹤0.01% 2277
2023
Q3
$216K Buy
3,058
+1,858
+155% +$131K ﹤0.01% 2618
2023
Q2
$88.5K Sell
1,200
-4,842
-80% -$357K ﹤0.01% 3095
2023
Q1
$427K Buy
6,042
+4,842
+404% +$342K ﹤0.01% 2308
2022
Q4
$82.2K Sell
1,200
-5,703
-83% -$391K ﹤0.01% 2990
2022
Q3
$548 Buy
6,903
+5,485
+387% +$435 ﹤0.01% 2157
2022
Q2
$116 Hold
1,418
﹤0.01% 3000
2022
Q1
$138K Buy
1,418
+218
+18% +$21.2K ﹤0.01% 3096
2021
Q4
$118K Sell
1,200
-3,908
-77% -$384K ﹤0.01% 3014
2021
Q3
$455K Buy
5,108
+3,908
+326% +$348K ﹤0.01% 2749
2021
Q2
$101K Hold
1,200
﹤0.01% 3190
2021
Q1
$91K Hold
1,200
﹤0.01% 3052
2020
Q4
$79K Buy
+1,200
New +$79K ﹤0.01% 3249
2020
Q3
Sell
-4,294
Closed -$253K 4393
2020
Q2
$253K Buy
+4,294
New +$253K ﹤0.01% 2272
2018
Q4
Sell
-200
Closed -$13K 4375
2018
Q3
$13K Hold
200
﹤0.01% 3523
2018
Q2
$13K Sell
200
-92
-32% -$5.98K ﹤0.01% 3550
2018
Q1
$17K Buy
292
+92
+46% +$5.36K ﹤0.01% 3328
2017
Q4
$12K Hold
200
﹤0.01% 3400
2017
Q3
$13K Hold
200
﹤0.01% 3343
2017
Q2
$13K Hold
200
﹤0.01% 3353
2017
Q1
$13K Hold
200
﹤0.01% 3217
2016
Q4
$12K Sell
200
-1,242
-86% -$74.5K ﹤0.01% 3234
2016
Q3
$94K Buy
1,442
+1,242
+621% +$81K ﹤0.01% 2570
2016
Q2
$14K Hold
200
﹤0.01% 3220
2016
Q1
$13K Hold
200
﹤0.01% 3280
2015
Q4
$13K Hold
200
﹤0.01% 3315
2015
Q3
$12K Hold
200
﹤0.01% 3184
2015
Q2
$11K Hold
200
﹤0.01% 3244
2015
Q1
$12K Hold
200
﹤0.01% 3213
2014
Q4
$12K Hold
200
﹤0.01% 3111
2014
Q3
$10K Hold
200
﹤0.01% 3203
2014
Q2
$11K Hold
200
﹤0.01% 3414
2014
Q1
$10K Hold
200
﹤0.01% 3154
2013
Q4
$9K Hold
200
﹤0.01% 3077
2013
Q3
$10K Hold
200
﹤0.01% 3000
2013
Q2
$10K Buy
+200
New +$10K ﹤0.01% 2889