Connecticut Wealth 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 | $473K | Hold |
5,750
| – | – | 0.02% | 219 |
|
|
2025
Q1 | $497K | Sell |
5,750
-2,957
| -34% | -$256K | 0.03% | 212 |
|
|
2024
Q4 | $705K | Hold |
8,707
| – | – | 0.03% | 157 |
|
|
2024
Q3 | $773K | Hold |
8,707
| – | – | 0.04% | 182 |
|
|
2024
Q2 | $670K | Hold |
8,707
| – | – | 0.03% | 194 |
|
|
2024
Q1 | $628K | Buy |
8,707
+12
| +0.1% | +$865 | 0.03% | 194 |
|
|
2023
Q4 | $639K | Buy |
+8,695
| New | +$639K | 0.04% | 189 |
|
|
2023
Q3 | – | Sell |
-2,886
| Closed | -$211K | – | 298 |
|
|
2023
Q2 | $211K | Buy |
2,886
+16
| +0.6% | +$1.17K | 0.01% | 250 |
|
|
2023
Q1 | $203K | Buy |
+2,870
| New | +$203K | 0.02% | 242 |
|