Burns Matteson 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 | $1.56M | Buy |
18,891
+109
| +0.6% | +$8.98K | 0.75% | 27 |
|
|
2025
Q1 | $1.62M | Buy |
18,782
+1,104
| +6% | +$95.4K | 0.87% | 25 |
|
|
2024
Q4 | $1.43M | Buy |
17,678
+115
| +0.7% | +$9.32K | 0.8% | 28 |
|
|
2024
Q3 | $1.56M | Buy |
17,563
+4,154
| +31% | +$369K | 0.87% | 24 |
|
|
2024
Q2 | $1.03M | Buy |
13,409
+3,070
| +30% | +$236K | 0.65% | 30 |
|
|
2024
Q1 | $745K | Buy |
+10,339
| New | +$745K | 0.48% | 44 |
|