IA
IFG Advisors’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,393
| Closed | -$230K | – | 106 |
|
|
2022
Q1 | $230K | Buy |
2,393
+7
| +0.3% | +$673 | 0.1% | 98 |
|
|
2021
Q4 | $234K | Sell |
2,386
-120
| -5% | -$11.8K | 0.1% | 94 |
|
|
2021
Q3 | $214K | Sell |
2,506
-175
| -7% | -$14.9K | 0.1% | 98 |
|
|
2021
Q2 | $223K | Sell |
2,681
-288
| -10% | -$24K | 0.11% | 95 |
|
|
2021
Q1 | $220K | Hold |
2,969
| – | – | 0.12% | 87 |
|
|
2020
Q4 | $201K | Buy |
+2,969
| New | +$201K | 0.12% | 82 |
|
|
2020
Q1 | – | Sell |
-3,202
| Closed | -$241K | – | 91 |
|
|
2019
Q4 | $241K | Buy |
3,202
+48
| +2% | +$3.61K | 0.2% | 55 |
|
|
2019
Q3 | $251K | Buy |
+3,154
| New | +$251K | 0.23% | 52 |
|