H&H Retirement Design & 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 | $1.2M | Buy |
14,398
+943
| +7% | +$78.5K | 0.66% | 32 |
|
|
2025
Q1 | $1.09M | Sell |
13,455
-114
| -0.8% | -$9.21K | 0.72% | 27 |
|
|
2024
Q4 | $1.14M | Buy |
13,569
+241
| +2% | +$20.3K | 0.69% | 30 |
|
|
2024
Q3 | $1.16M | Buy |
13,328
+55
| +0.4% | +$4.78K | 0.68% | 33 |
|
|
2024
Q2 | $1.07M | Buy |
13,273
+74
| +0.6% | +$5.98K | 0.66% | 35 |
|
|
2024
Q1 | $918K | Sell |
13,199
-1,491
| -10% | -$104K | 0.61% | 35 |
|
|
2023
Q4 | $1.01M | Sell |
14,690
-5,346
| -27% | -$368K | 0.64% | 32 |
|
|
2023
Q3 | $1.33M | Buy |
20,036
+78
| +0.4% | +$5.18K | 0.92% | 21 |
|
|
2023
Q2 | $1.51M | Sell |
19,958
-232
| -1% | -$17.5K | 1% | 21 |
|
|
2023
Q1 | $1.43M | Buy |
+20,190
| New | +$1.43M | 0.91% | 21 |
|