Cornerstone Planning Group’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 | $13.9M | Buy |
167,757
+16,337
| +11% | +$1.35M | 2.83% | 12 |
|
|
2025
Q1 | $12.5M | Buy |
151,420
+10,058
| +7% | +$830K | 2.99% | 9 |
|
|
2024
Q4 | $11.7M | Buy |
141,362
+5,411
| +4% | +$449K | 2.88% | 11 |
|
|
2024
Q3 | $11.8M | Buy |
135,951
+6,632
| +5% | +$577K | 3.13% | 10 |
|
|
2024
Q2 | $10.3M | Buy |
129,319
+9,622
| +8% | +$768K | 2.96% | 11 |
|
|
2024
Q1 | $8.62M | Buy |
119,697
+12,484
| +12% | +$899K | 2.68% | 13 |
|
|
2023
Q4 | $7.88M | Buy |
107,213
+18,838
| +21% | +$1.38M | 2.6% | 12 |
|
|
2023
Q3 | $5.83M | Buy |
88,375
+14,967
| +20% | +$987K | 2.22% | 14 |
|
|
2023
Q2 | $5.38M | Buy |
+73,408
| New | +$5.38M | 2.13% | 13 |
|
|
2022
Q4 | $4.03M | Buy |
+56,347
| New | +$4.03M | 1.69% | 15 |
|