IFP 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 | $2.93K | Buy |
+36
| New | +$2.93K | ﹤0.01% | 3711 |
|
|
2023
Q2 | – | Sell |
-18
| Closed | -$1.1K | – | 3555 |
|
|
2023
Q1 | $1.1K | Sell |
18
-7,747
| -100% | -$471K | ﹤0.01% | 3069 |
|
|
2022
Q4 | $472K | Sell |
7,765
-226
| -3% | -$13.7K | 0.01% | 913 |
|
|
2022
Q3 | $485K | Buy |
7,991
+4
| +0.1% | +$243 | 0.01% | 949 |
|
|
2022
Q2 | $485K | Hold |
7,987
| – | – | 0.02% | 870 |
|
|
2022
Q1 | $485K | Buy |
7,987
+7,952
| +22,720% | +$483K | 0.02% | 870 |
|
|
2021
Q4 | $3K | Hold |
35
| – | – | ﹤0.01% | 2638 |
|
|
2021
Q3 | $3K | Hold |
35
| – | – | ﹤0.01% | 2685 |
|
|
2021
Q2 | $3K | Buy |
+35
| New | +$3K | ﹤0.01% | 2632 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3993 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3825 |
|
|
2020
Q3 | – | Sell |
-1,054
| Closed | -$63K | – | 3690 |
|
|
2020
Q2 | $63K | Sell |
1,054
-367
| -26% | -$21.9K | 0.01% | 1117 |
|
|
2020
Q1 | $77K | Buy |
1,421
+100
| +8% | +$5.42K | 0.01% | 945 |
|
|
2019
Q4 | $99K | Sell |
1,321
-97
| -7% | -$7.27K | 0.01% | 952 |
|
|
2019
Q3 | $112K | Buy |
+1,418
| New | +$112K | 0.01% | 1005 |
|
|
2019
Q1 | – | Sell |
-1,400
| Closed | -$87K | – | 3178 |
|
|
2018
Q4 | $87K | Sell |
1,400
-3
| -0.2% | -$186 | 0.01% | 1264 |
|
|
2018
Q3 | $88K | Buy |
1,403
+46
| +3% | +$2.89K | ﹤0.01% | 1557 |
|
|
2018
Q2 | $86K | Buy |
1,357
+889
| +190% | +$56.3K | ﹤0.01% | 1552 |
|
|
2018
Q1 | $29K | Hold |
468
| – | – | ﹤0.01% | 2161 |
|
|
2017
Q4 | $29K | Sell |
468
-1,004
| -68% | -$62.2K | ﹤0.01% | 2156 |
|
|
2017
Q3 | $94K | Sell |
1,472
-97
| -6% | -$6.19K | ﹤0.01% | 1584 |
|
|
2017
Q2 | $102K | Sell |
1,569
-9,282
| -86% | -$603K | ﹤0.01% | 1509 |
|
|
2017
Q1 | $685K | Buy |
10,851
+159
| +1% | +$10K | 0.03% | 548 |
|
|
2016
Q4 | $663K | Sell |
10,692
-1,149
| -10% | -$71.2K | 0.03% | 516 |
|
|
2016
Q3 | $776K | Buy |
11,841
+1,990
| +20% | +$130K | 0.04% | 424 |
|
|
2016
Q2 | $665K | Buy |
+9,851
| New | +$665K | 0.04% | 457 |
|
|
2016
Q1 | – | Sell |
-12,321
| Closed | -$782K | – | 3209 |
|
|
2015
Q4 | $782K | Buy |
+12,321
| New | +$782K | 0.05% | 365 |
|