Glass Jacobson Investment 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 | – | Sell |
-329
| Closed | -$26.6K | – | 780 |
|
|
2025
Q1 | $26.6K | Hold |
329
| – | – | 0.01% | 467 |
|
|
2024
Q4 | $26.6K | Sell |
329
-129
| -28% | -$10.4K | 0.01% | 467 |
|
|
2024
Q3 | $40.7K | Buy |
458
+2
| +0.4% | +$178 | 0.01% | 390 |
|
|
2024
Q2 | $35.1K | Buy |
456
+147
| +48% | +$11.3K | 0.01% | 395 |
|
|
2024
Q1 | $22.3K | Buy |
309
+1
| +0.3% | +$72 | 0.01% | 466 |
|
|
2023
Q4 | $22.6K | Buy |
308
+6
| +2% | +$441 | 0.01% | 430 |
|
|
2023
Q3 | $19.9K | Hold |
302
| – | – | 0.01% | 423 |
|
|
2023
Q2 | $22.1K | Buy |
+302
| New | +$22.1K | 0.01% | 419 |
|