Boltwood Capital Management’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Boltwood Capital Management’s Portfolio REZ Stock Details REZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$341K	Hold	3,600	–	–	0.08%	157
2026 Q1	$300K	Hold	3,600	–	–	0.08%	159
2025 Q4	$298K	Hold	3,600	–	–	0.08%	154
2025 Q3	$306K	Hold	3,600	–	–	0.08%	154
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	+$211K	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	+$205K	0.06%	89

Other funds holding REZ

FPTW

Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return

Winter & Associates St. Paul, Minnesota $133M AUM

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

Sincerus Advisory New York $147M AUM 23.39% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

FWP

Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return

LAIC

Lederer & Associates Investment Counsel Long Beach, California $152M AUM 19.48% 1-Year Est. Return

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

SIM

Seaview Investment Managers Miami, Florida $335M AUM 47.2% 1-Year Est. Return