Continuum Advisory’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 | $2.09M | Buy |
25,436
+348
| +1% | +$28.7K | 0.25% | 96 |
|
|
2025
Q1 | $2.17M | Buy |
25,088
+909
| +4% | +$78.6K | 0.28% | 85 |
|
|
2024
Q4 | $1.96M | Buy |
24,179
+296
| +1% | +$24K | 0.25% | 94 |
|
|
2024
Q3 | $2.06M | Sell |
23,883
-346
| -1% | -$29.8K | 0.26% | 90 |
|
|
2024
Q2 | $1.87M | Sell |
24,229
-65
| -0.3% | -$5K | 0.27% | 87 |
|
|
2024
Q1 | $1.79M | Buy |
24,294
+1,573
| +7% | +$116K | 0.27% | 87 |
|
|
2023
Q4 | $1.67M | Buy |
22,721
+202
| +0.9% | +$14.9K | 0.24% | 112 |
|
|
2023
Q3 | $1.49M | Buy |
22,519
+547
| +2% | +$36.1K | 0.24% | 110 |
|
|
2023
Q2 | $1.61M | Buy |
21,972
+332
| +2% | +$24.3K | 0.26% | 102 |
|
|
2023
Q1 | $1.53M | Buy |
21,640
+1,723
| +9% | +$122K | 0.26% | 110 |
|
|
2022
Q4 | $1.36M | Buy |
19,917
+781
| +4% | +$53.4K | 0.25% | 124 |
|
|
2022
Q3 | $1.37M | Buy |
19,136
+870
| +5% | +$62.5K | 0.24% | 111 |
|
|
2022
Q2 | $1.46M | Buy |
18,266
+138
| +0.8% | +$11K | 0.27% | 107 |
|
|
2022
Q1 | $1.64M | Sell |
18,128
-864
| -5% | -$78.1K | 0.31% | 87 |
|
|
2021
Q4 | $1.87M | Sell |
18,992
-37
| -0.2% | -$3.64K | 0.42% | 59 |
|
|
2021
Q3 | $1.63M | Buy |
19,029
+848
| +5% | +$72.5K | 0.44% | 56 |
|
|
2021
Q2 | $1.52M | Buy |
18,181
+3,873
| +27% | +$323K | 0.47% | 50 |
|
|
2021
Q1 | $1.11M | Buy |
14,308
+1,125
| +9% | +$87K | 0.46% | 60 |
|
|
2020
Q4 | $894K | Buy |
13,183
+71
| +0.5% | +$4.82K | 0.41% | 68 |
|
|
2020
Q3 | $825K | Buy |
13,112
+236
| +2% | +$14.8K | 0.45% | 65 |
|
|
2020
Q2 | $802K | Buy |
12,876
+3,014
| +31% | +$188K | 0.5% | 59 |
|
|
2020
Q1 | $504K | Buy |
+9,862
| New | +$504K | 0.34% | 72 |
|