Bard Associates’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
Q2 | $642K | Buy |
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|
2025
Q1 | $639K | Buy |
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|
2024
Q4 | $584K | Buy |
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|
2024
Q3 | $587K | Buy |
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|
2024
Q2 | $274K | Buy |
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|
2024
Q1 | $249K | Hold |
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|
2023
Q4 | $254K | Buy |
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|
2023
Q3 | $206K | Sell |
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|
2023
Q2 | $231K | Hold |
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|
2023
Q1 | $223K | Buy |
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|
2022
Q4 | $207K | Hold |
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|
2022
Q3 | $218K | Sell |
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|
2022
Q2 | $251K | Buy |
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|
2022
Q1 | $244K | Buy |
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|
2021
Q4 | $213K | Buy |
|