Disciplined Investments’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 | $304K | Hold |
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|
2025
Q2 | $295K | Hold |
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|
2025
Q1 | $310K | Hold |
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|
2024
Q4 | $290K | Hold |
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|
2024
Q3 | $318K | Hold |
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|
2024
Q2 | $276K | Hold |
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|
2024
Q1 | $258K | Hold |
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|
2023
Q4 | $263K | Hold |
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|
2023
Q3 | $236K | Hold |
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|
2023
Q2 | $263K | Sell |
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|
2023
Q1 | $493K | Hold |
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|
2022
Q4 | $477K | Hold |
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|
2022
Q3 | $501K | Hold |
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|
2022
Q2 | $558K | Hold |
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|
2022
Q1 | $669K | Sell |
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|
2021
Q4 | $797K | Hold |
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|
2021
Q3 | $694K | Hold |
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|
2021
Q2 | $676K | Buy |
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|
2021
Q1 | $511K | Hold |
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|
2020
Q4 | $469K | Hold |
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|
2020
Q3 | $421K | Hold |
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|
2020
Q2 | $415K | Buy |
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|
2020
Q1 | $336K | Hold |
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|
2019
Q4 | $458K | Buy |
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