DHJJ Financial Advisors’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 | $169K | Hold |
2,047
| – | – | 0.06% | 187 |
|
|
2025
Q1 | $177K | Hold |
2,047
| – | – | 0.07% | 165 |
|
|
2024
Q4 | $166K | Buy |
2,047
+41
| +2% | +$3.32K | 0.06% | 171 |
|
|
2024
Q3 | $178K | Hold |
2,006
| – | – | 0.07% | 160 |
|
|
2024
Q2 | $154K | Hold |
2,006
| – | – | 0.07% | 162 |
|
|
2024
Q1 | $145K | Hold |
2,006
| – | – | 0.06% | 167 |
|
|
2023
Q4 | $147K | Sell |
2,006
-118
| -6% | -$8.68K | 0.07% | 159 |
|
|
2023
Q3 | $140K | Buy |
+2,124
| New | +$140K | 0.07% | 157 |
|