Courage Miller Partners’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Courage Miller Partners’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	$525K	Sell	6,308 -20	-0.3%	-$1.72K	0.15%	59
2025 Q4	$523K	Sell	6,328 -46	-0.7%	-$3.86K	0.16%	52
2025 Q3	$542K	Sell	6,374 -9	-0.1%	-$749	0.16%	52
2025 Q2	$526K	Hold	6,383	–	–	0.17%	54
2025 Q1	$552K	Sell	6,383 -16	-0.3%	-$1.33K	0.19%	49
2024 Q4	$518K	Sell	6,399 -5	-0.1%	-$428	0.18%	57
2024 Q3	$569K	Sell	6,404 -726	-10%	-$60.8K	0.19%	50
2024 Q2	$549K	Sell	7,130 -458	-6%	-$33.4K	0.2%	52
2024 Q1	$547K	Sell	7,588 -6	-0.1%	-$423	0.19%	53
2023 Q4	$558K	Sell	7,594 -1,450	-16%	-$97.4K	0.21%	49
2023 Q3	$596K	Sell	9,044 -200	-2%	-$14.3K	0.24%	46
2023 Q2	$677K	Hold	9,244	–	–	0.28%	46
2023 Q1	$653K	Sell	9,244 -931	-9%	-$67.2K	0.28%	45
2022 Q4	$695K	Sell	10,175 -507	-5%	-$35.5K	0.32%	41
2022 Q3	$767K	Sell	10,682 -191	-2%	-$15.6K	0.39%	35
2022 Q2	$870K	Sell	10,873 -11	-0.1%	-$956	0.41%	32
2022 Q1	$1.04M	Sell	10,884 -16	-0.1%	-$1.48K	0.41%	33
2021 Q4	$1.07M	Sell	10,900 -271	-2%	-$24.9K	0.41%	36
2021 Q3	$956K	Sell	11,171 -4,657	-29%	-$413K	0.38%	38
2021 Q2	$1.32M	Sell	15,828 -505	-3%	-$40.5K	0.54%	33
2021 Q1	$1.21M	Sell	16,333 -282	-2%	-$19.9K	0.53%	33
2020 Q4	$1.13M	Sell	16,615 -322	-2%	-$21.1K	0.52%	34
2020 Q3	$1.02M	Hold	16,937	–	–	0.55%	33
2020 Q2	$1.02M	Sell	16,937 -253	-1%	-$14.9K	0.55%	33
2020 Q1	$948K	Sell	17,190 -1,055	-6%	-$76K	0.58%	27
2019 Q4	$1.38M	Sell	18,245 -364	-2%	-$28.2K	0.71%	27
2019 Q3	$1.48M	Sell	18,609 -1,752	-9%	-$135K	0.82%	25
2019 Q2	$1.48M	Sell	20,361 -474	-2%	-$33.9K	0.82%	25
2019 Q1	$1.47M	Sell	20,835 -306	-1%	-$20.8K	0.83%	29
2018 Q4	$1.32M	Sell	21,141 -62	-0.3%	-$3.95K	0.78%	30
2018 Q3	$1.33M	Sell	21,203 -452	-2%	-$28.8K	0.77%	34
2018 Q2	$1.36M	Sell	21,655 -69	-0.3%	-$4.09K	0.81%	31
2018 Q1	$1.25M	Sell	21,724 -401	-2%	-$22.9K	0.76%	33
2017 Q4	$1.38M	Sell	22,125 -329	-1%	-$20.9K	0.83%	32
2017 Q3	$1.43M	Sell	22,454 -116	-0.5%	-$7.5K	0.89%	34
2017 Q2	$1.47M	Sell	22,570 -365	-2%	-$23.7K	0.97%	32
2017 Q1	$1.45M	Sell	22,935 -339	-1%	-$21.1K	1%	32
2016 Q4	$1.44M	Sell	23,274 -584	-2%	-$35.6K	1.01%	32
2016 Q3	$1.56M	Sell	23,858 -123	-0.5%	-$8.23K	1.08%	30
2016 Q2	$1.62M	Sell	23,981 -13,558	-36%	-$879K	1.16%	29
2016 Q1	$2.48M	Sell	37,539 -2,621	-7%	-$162K	1.73%	20
2015 Q4	$2.55M	Buy	40,160 +1,268	+3%	+$77.5K	1.76%	22
2015 Q3	$2.31M	Buy	38,892 +242	+0.6%	+$14.2K	1.72%	23
2015 Q2	$2.17M	Sell	38,650 -195	-0.5%	-$11.6K	1.61%	24
2015 Q1	$2.41M	Sell	38,845 -3,263	-8%	-$204K	1.81%	23
2014 Q4	$2.48M	Sell	42,108 -959	-2%	-$54.5K	2.05%	23
2014 Q3	$2.2M	Buy	43,067 +101	+0.2%	+$5.44K	1.71%	27
2014 Q2	$2.29M	Sell	42,966 -904	-2%	-$47.4K	1.68%	26
2014 Q1	$2.2M	Sell	43,870 -370	-0.8%	-$18K	1.73%	24
2013 Q4	$2M	Sell	44,240 -3,537	-7%	-$168K	1.69%	26
2013 Q3	$2.29M	Sell	47,777 -417	-0.9%	-$20.7K	1.88%	22
2013 Q2	$2.47M	Buy	+48,194	New	+$2.56M	2.24%	18