IAM Advisory’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
2022
Q2
Sell
-2,122
Closed -$204K 86
2022
Q1
$204K Sell
2,122
-576
-21% -$55.4K 0.08% 74
2021
Q4
$256K Sell
2,698
-33
-1% -$3.13K 0.1% 69
2021
Q3
$238K Buy
+2,731
New +$238K 0.1% 69