Focus Partners Wealth’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 | $2.63M | Buy |
31,922
+397
| +1% | +$32.7K | 0.01% | 828 |
|
|
2025
Q1 | $2.72M | Sell |
31,525
-234
| -0.7% | -$20.2K | 0.01% | 767 |
|
|
2024
Q4 | $2.57M | Buy |
31,759
+8,869
| +39% | +$719K | 0.01% | 776 |
|
|
2024
Q3 | $2.03M | Sell |
22,890
-29,890
| -57% | -$2.65M | 0.01% | 760 |
|
|
2024
Q2 | $4.11M | Buy |
52,780
+26,062
| +98% | +$2.03M | 0.01% | 529 |
|
|
2024
Q1 | $1.93M | Buy |
26,718
+10,077
| +61% | +$726K | 0.02% | 492 |
|
|
2023
Q4 | $1.22M | Buy |
+16,641
| New | +$1.22M | 0.02% | 421 |
|