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Coppell Advisory Solutions’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Coppell Advisory Solutions’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
2024
Q4 		– Sell
-106
Closed -$9.33K – 2063
2024
Q3 		$9.33K Hold
106
– – ﹤0.01% 1105
2024
Q2 		$8.16K Buy
+106
New +$7.73K ﹤0.01% 1076

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Coppell Advisory Solutions's REZ Position: Q4 2024 in Review

Coppell Advisory Solutions sold out of iShares Residential and Multisector Real Estate ETF (REZ) in Q4 2024, closing a stake of 106 shares — an estimated $9.33K sold.

Coppell Advisory Solutions first reported a position in REZ in Q2 2024 and held it in 2 quarters. The position peaked at $9.33K in Q3 2024. 175 funds tracked by Wall St. Rank hold REZ as of Q4 2024.

  • Coppell Advisory Solutions reported no remaining iShares Residential and Multisector Real Estate ETF position as of Q4 2024 after selling out during the quarter.
  • Coppell Advisory Solutions sold 106 iShares Residential and Multisector Real Estate ETF shares in Q4 2024, an estimated $9.33K.
  • Coppell Advisory Solutions first reported a position in iShares Residential and Multisector Real Estate ETF in Q2 2024 and held it in 2 quarters.
  • Coppell Advisory Solutions's iShares Residential and Multisector Real Estate ETF position peaked at $9.33K in Q3 2024.
  • 175 funds tracked by Wall St. Rank held iShares Residential and Multisector Real Estate ETF as of Q4 2024.

Based on Coppell Advisory Solutions's 13F filing for Q4 2024, filed 14 Feb 2025.