Creative Planning’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
Q3 | $206K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $201K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $285K | Buy |
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|
2023
Q4 | $210K | Buy |
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|
2023
Q3 | $14.8K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $249K | Buy |
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|
2022
Q1 | $274K | Buy |
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|
2021
Q4 | $248K | Buy |
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|
2021
Q3 | $203K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $116K | Hold |
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|
2017
Q1 | $113K | Buy |
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|
2016
Q4 | $80K | Hold |
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|
2016
Q3 | $85K | Sell |
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|
2016
Q2 | $97K | Sell |
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|
2016
Q1 | $101K | Buy |
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|
2015
Q4 | $97K | Sell |
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|
2015
Q3 | $100K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $95K | Sell |
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|
2014
Q4 | $98K | Buy |
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|
2014
Q3 | $46K | Buy |
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|
2014
Q2 | $24K | Buy |
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|
2014
Q1 | $18K | Buy |
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|
2013
Q4 | $9K | Sell |
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|
2013
Q3 | $19K | Buy |
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|
2013
Q2 | $16K | Buy |
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