CWM
REZ icon

Connecticut Wealth Management’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Connecticut Wealth 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
Q1 		$478K Hold
5,750
– – 0.02% 235
2025
Q4 		$475K Hold
5,750
– – 0.02% 230
2025
Q3 		$489K Hold
5,750
– – 0.02% 234
2025
Q2 		$473K Hold
5,750
– – 0.02% 219
2025
Q1 		$497K Sell
5,750
-2,957
-34% -$247K 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% +$846 0.03% 194
2023
Q4 		$639K Buy
+8,695
New +$584K 0.04% 189
2023
Q3 		– Sell
-2,886
Closed -$211K – 298
2023
Q2 		$211K Buy
2,886
+16
+0.6% +$1.14K 0.01% 250
2023
Q1 		$203K Buy
+2,870
New +$207K 0.02% 242

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ECM
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CPG
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AWM
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Ameriprise
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BA
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return