Evergreen Capital Management’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 | $13.4M | Buy |
162,276
+12,677
| +8% | +$1.04M | 0.4% | 65 |
|
|
2025
Q1 | $12.9M | Sell |
149,599
-5,225
| -3% | -$452K | 0.43% | 56 |
|
|
2024
Q4 | $12.5M | Buy |
154,824
+7,995
| +5% | +$648K | 0.41% | 63 |
|
|
2024
Q3 | $13M | Buy |
146,829
+24,937
| +20% | +$2.21M | 0.44% | 56 |
|
|
2024
Q2 | $9.38M | Buy |
121,892
+18,475
| +18% | +$1.42M | 0.34% | 80 |
|
|
2024
Q1 | $7.45M | Buy |
103,417
+13,154
| +15% | +$948K | 0.28% | 102 |
|
|
2023
Q4 | $6.64M | Buy |
+90,263
| New | +$6.64M | 0.27% | 110 |
|