Geneos Wealth Management’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 | $8.5K | Hold |
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|
2025
Q2 | $8.23K | Sell |
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|
2025
Q1 | $17.3K | Buy |
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|
2024
Q4 | $8.1K | Hold |
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|
2024
Q3 | $8.88K | Hold |
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|
2024
Q2 | $7.7K | Sell |
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|
2024
Q1 | $16.2K | Sell |
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|
2023
Q4 | $20.8K | Buy |
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|
2023
Q3 | $14.8K | Hold |
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|
2023
Q2 | $16.5K | Hold |
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|
2023
Q1 | $15.9K | Hold |
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|
2022
Q4 | $15.4K | Hold |
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|
2022
Q3 | $16K | Sell |
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|
2022
Q2 | $107K | Buy |
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|
2022
Q1 | $96K | Sell |
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|
2021
Q4 | $105K | Hold |
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|
2021
Q3 | $93K | Hold |
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|
2021
Q2 | $91K | Sell |
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|
2021
Q1 | $8.75M | Buy |
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|
2020
Q4 | $97K | Buy |
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|
2020
Q3 | $87K | Hold |
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|
2020
Q2 | $85K | Sell |
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|
2020
Q1 | $88K | Buy |
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|
2019
Q4 | $80K | Buy |
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|
2019
Q3 | $75K | Hold |
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|
2019
Q2 | $69K | Hold |
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|
2019
Q1 | $67K | Sell |
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|
2018
Q4 | $68K | Hold |
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|
2018
Q3 | $69K | Buy |
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|
2018
Q2 | $49K | Sell |
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|
2018
Q1 | $63K | Sell |
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|
2017
Q4 | $216K | Buy |
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|
2017
Q3 | $207K | Buy |
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|
2017
Q2 | $194K | Hold |
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|
2017
Q1 | $188K | Buy |
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|
2016
Q4 | $177K | Buy |
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|
2016
Q3 | $177K | Buy |
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|
2016
Q2 | $134K | Buy |
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|
2016
Q1 | $44K | Buy |
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