Global Retirement Partners’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 Q4	$686K	Sell	8,305 -984	-11%	-$82.5K	0.01%	792
2025 Q3	$789K	Sell	9,289 -4,975	-35%	-$414K	0.02%	612
2025 Q2	$1.17M	Buy	+14,264	New	+$1.18M	0.03%	469
2024 Q4	$1.22M	Buy	15,067 +2,580	+21%	+$221K	0.04%	401
2024 Q3	$1.11M	Sell	12,487 -498	-4%	-$41.7K	0.03%	423
2024 Q2	$1,000K	Buy	12,985 +2,775	+27%	+$202K	0.03%	425
2024 Q1	$736K	Buy	10,210 +232	+2%	+$16.4K	0.03%	434
2023 Q4	$723K	Buy	9,978 +617	+7%	+$41.5K	0.03%	407
2023 Q3	$606K	Buy	9,361 +804	+9%	+$57.5K	0.03%	393
2023 Q2	$627K	Buy	8,557 +191	+2%	+$13.6K	0.03%	403
2023 Q1	$594K	Buy	8,366 +1,503	+22%	+$108K	0.03%	397
2022 Q4	$469K	Buy	6,863 +76	+1%	+$5.33K	0.03%	384
2022 Q3	$485K	Sell	6,787 -6	-0.1%	-$491	0.04%	372
2022 Q2	$543K	Buy	6,793 +61	+0.9%	+$5.3K	0.04%	347
2022 Q1	$567K	Buy	+6,732	New	+$624K	0.04%	336
2021 Q4	–	Sell	-5,848	Closed	-$500K	–	1442
2021 Q3	$500K	Buy	5,848 +691	+13%	+$61.2K	0.05%	301
2021 Q2	$430K	Buy	5,157 +80	+2%	+$6.41K	0.04%	316
2021 Q1	$376K	Buy	5,077 +2,428	+92%	+$171K	0.04%	307
2020 Q4	$180K	Buy	2,649 +1,088	+70%	+$71.2K	0.02%	416
2020 Q3	$95K	Buy	1,561 +312	+25%	+$19.2K	0.01%	496
2020 Q2	$75K	Buy	1,249 +413	+49%	+$24.3K	0.01%	537
2020 Q1	$46K	Buy	836 +196	+31%	+$14.1K	0.01%	588
2019 Q4	$48K	Buy	640 +190	+42%	+$14.7K	0.01%	656
2019 Q3	$36K	Buy	450 +115	+34%	+$8.85K	0.01%	708
2019 Q2	$24K	Buy	335 +315	+1,575%	+$22.5K	﹤0.01%	833
2019 Q1	$1K	Buy	+20	New	+$1.36K	﹤0.01%	1478