Cozad Asset Management’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $396K | Hold |
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|
2025
Q1 | $416K | Hold |
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|
2024
Q4 | $390K | Buy |
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|
2024
Q3 | $421K | Buy |
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|
2024
Q2 | $364K | Hold |
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|
2024
Q1 | $340K | Hold |
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|
2023
Q4 | $347K | Sell |
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|
2023
Q3 | $428K | Hold |
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|
2023
Q2 | $475K | Hold |
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|
2023
Q1 | $458K | Sell |
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|
2022
Q4 | $469K | Hold |
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|
2022
Q3 | $493K | Hold |
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|
2022
Q2 | $549K | Hold |
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|
2022
Q1 | $658K | Sell |
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|
2021
Q4 | $1.33M | Hold |
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|
2021
Q3 | $1.16M | Buy |
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|
2021
Q2 | $551K | Hold |
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|
2021
Q1 | $489K | Hold |
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|
2020
Q4 | $449K | Hold |
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|
2020
Q3 | $403K | Buy |
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|
2020
Q2 | $331K | Buy |
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|
2020
Q1 | $298K | Hold |
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|
2019
Q4 | $407K | Hold |
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|
2019
Q3 | $430K | Hold |
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|
2019
Q2 | $394K | Hold |
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|
2019
Q1 | $382K | Sell |
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|
2018
Q4 | $362K | Hold |
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|
2018
Q3 | $365K | Sell |
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|
2018
Q2 | $424K | Buy |
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