Boltwood Capital 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 | $296K | Hold |
3,600
| – | – | 0.08% | 153 |
|
2025
Q1 | $311K | Hold |
3,600
| – | – | 0.09% | 145 |
|
2024
Q4 | $292K | Hold |
3,600
| – | – | 0.09% | 145 |
|
2024
Q3 | $320K | Hold |
3,600
| – | – | 0.09% | 143 |
|
2024
Q2 | $277K | Hold |
3,600
| – | – | 0.09% | 148 |
|
2024
Q1 | $259K | Hold |
3,600
| – | – | 0.08% | 155 |
|
2023
Q4 | $265K | Hold |
3,600
| – | – | 0.09% | 149 |
|
2023
Q3 | $237K | Hold |
3,600
| – | – | 0.09% | 142 |
|
2023
Q2 | $264K | Hold |
3,600
| – | – | 0.1% | 142 |
|
2023
Q1 | $254K | Hold |
3,600
| – | – | 0.1% | 142 |
|
2022
Q4 | $246K | Hold |
3,600
| – | – | 0.1% | 134 |
|
2022
Q3 | $259K | Hold |
3,600
| – | – | 0.12% | 128 |
|
2022
Q2 | $288K | Hold |
3,600
| – | – | 0.12% | 130 |
|
2022
Q1 | $345K | Hold |
3,600
| – | – | 0.13% | 131 |
|
2021
Q4 | $354K | Hold |
3,600
| – | – | 0.13% | 127 |
|
2021
Q3 | $308K | Hold |
3,600
| – | – | 0.12% | 133 |
|
2021
Q2 | $300K | Hold |
3,600
| – | – | 0.12% | 135 |
|
2021
Q1 | $266K | Hold |
3,600
| – | – | 0.12% | 134 |
|
2020
Q4 | $244K | Hold |
3,600
| – | – | 0.12% | 132 |
|
2020
Q3 | $219K | Hold |
3,600
| – | – | 0.12% | 134 |
|
2020
Q2 | $216K | Buy |
+3,600
| New | +$216K | 0.13% | 122 |
|
2020
Q1 | – | Sell |
-3,600
| Closed | -$271K | – | 139 |
|
2019
Q4 | $271K | Hold |
3,600
| – | – | 0.15% | 128 |
|
2019
Q3 | $286K | Hold |
3,600
| – | – | 0.18% | 119 |
|
2019
Q2 | $263K | Hold |
3,600
| – | – | 0.17% | 122 |
|
2019
Q1 | $255K | Hold |
3,600
| – | – | 0.17% | 122 |
|
2018
Q4 | $224K | Hold |
3,600
| – | – | 0.15% | 120 |
|
2018
Q3 | $226K | Hold |
3,600
| – | – | 0.13% | 125 |
|
2018
Q2 | $226K | Hold |
3,600
| – | – | 0.15% | 122 |
|
2018
Q1 | $207K | Hold |
3,600
| – | – | 0.14% | 118 |
|
2017
Q4 | $224K | Hold |
3,600
| – | – | 0.14% | 117 |
|
2017
Q3 | $228K | Hold |
3,600
| – | – | 0.15% | 111 |
|
2017
Q2 | $234K | Hold |
3,600
| – | – | 0.16% | 112 |
|
2017
Q1 | $227K | Hold |
3,600
| – | – | 0.16% | 104 |
|
2016
Q4 | $223K | Hold |
3,600
| – | – | 0.17% | 102 |
|
2016
Q3 | $235K | Hold |
3,600
| – | – | 0.19% | 99 |
|
2016
Q2 | $243K | Hold |
3,600
| – | – | 0.2% | 98 |
|
2016
Q1 | $238K | Hold |
3,600
| – | – | 0.21% | 97 |
|
2015
Q4 | $228K | Hold |
3,600
| – | – | 0.21% | 94 |
|
2015
Q3 | $213K | Hold |
3,600
| – | – | 0.23% | 80 |
|
2015
Q2 | $202K | Hold |
3,600
| – | – | 0.2% | 80 |
|
2015
Q1 | $224K | Hold |
3,600
| – | – | 0.07% | 89 |
|
2014
Q4 | $212K | Buy |
+3,600
| New | +$212K | 0.06% | 89 |
|