Interactive Financial 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 | $646K | Buy |
7,839
+129
| +2% | +$10.6K | 0.31% | 49 |
|
|
2025
Q1 | $666K | Sell |
7,710
-399
| -5% | -$34.5K | 0.35% | 46 |
|
|
2024
Q4 | $657K | Sell |
8,109
-526
| -6% | -$42.6K | 0.34% | 47 |
|
|
2024
Q3 | $767K | Buy |
8,635
+5
| +0.1% | +$444 | 0.39% | 46 |
|
|
2024
Q2 | $664K | Sell |
8,630
-126
| -1% | -$9.7K | 0.37% | 47 |
|
|
2024
Q1 | $631K | Buy |
8,756
+1,763
| +25% | +$127K | 0.35% | 50 |
|
|
2023
Q4 | $2.86M | Sell |
6,993
-412
| -6% | -$169K | 1.53% | 17 |
|
|
2023
Q3 | $488K | Sell |
7,405
-23,307
| -76% | -$1.54M | 0.33% | 48 |
|
|
2023
Q2 | $2.25M | Sell |
30,712
-1,587
| -5% | -$116K | 1.53% | 24 |
|
|
2023
Q1 | $2.28M | Sell |
32,299
-1,104
| -3% | -$78K | 1.46% | 21 |
|
|
2022
Q4 | $2.28M | Buy |
33,403
+5,370
| +19% | +$367K | 1.37% | 22 |
|
|
2022
Q3 | $2.01M | Sell |
28,033
-17,619
| -39% | -$1.27M | 1.17% | 22 |
|
|
2022
Q2 | $3.68M | Sell |
45,652
-1,715
| -4% | -$138K | 1.85% | 15 |
|
|
2022
Q1 | $4.54M | Sell |
47,367
-2,554
| -5% | -$245K | 2.13% | 14 |
|
|
2021
Q4 | $4.9M | Buy |
49,921
+981
| +2% | +$96.4K | 1.87% | 19 |
|
|
2021
Q3 | $4.19M | Sell |
48,940
-727
| -1% | -$62.2K | 1.83% | 20 |
|
|
2021
Q2 | $4.14M | Sell |
49,667
-2,057
| -4% | -$171K | 1.68% | 24 |
|
|
2021
Q1 | $3.83M | Buy |
51,724
+15,662
| +43% | +$1.16M | 1.61% | 22 |
|
|
2020
Q4 | $2.45M | Sell |
36,062
-4,298
| -11% | -$292K | 1.11% | 24 |
|
|
2020
Q3 | $2.46M | Buy |
40,360
+5,548
| +16% | +$338K | 1.22% | 20 |
|
|
2020
Q2 | $2.09M | Buy |
34,812
+34,786
| +133,792% | +$2.09M | 1.03% | 24 |
|
|
2020
Q1 | $1K | Sell |
26
-42,360
| -100% | -$1.63M | ﹤0.01% | 106 |
|
|
2019
Q4 | $3.19M | Sell |
42,386
-4,943
| -10% | -$372K | 1.44% | 18 |
|
|
2019
Q3 | $3.76M | Buy |
47,329
+9,272
| +24% | +$737K | 1.73% | 17 |
|
|
2019
Q2 | $2.78M | Buy |
38,057
+4,075
| +12% | +$297K | 1.27% | 19 |
|
|
2019
Q1 | $2.4M | Sell |
33,982
-1,772
| -5% | -$125K | 1.16% | 21 |
|
|
2018
Q4 | $2.23M | Sell |
35,754
-13,017
| -27% | -$812K | 1.16% | 22 |
|
|
2018
Q3 | $3.07M | Sell |
48,771
-1,090
| -2% | -$68.5K | 1.46% | 21 |
|
|
2018
Q2 | $3.14M | Sell |
49,861
-2,642
| -5% | -$167K | 1.49% | 21 |
|
|
2018
Q1 | $3.03M | Sell |
52,503
-9,920
| -16% | -$572K | 1.45% | 21 |
|
|
2017
Q4 | $3.89M | Buy |
62,423
+5,601
| +10% | +$349K | 1.71% | 18 |
|
|
2017
Q3 | $3.61M | Sell |
56,822
-6,260
| -10% | -$398K | 1.65% | 17 |
|
|
2017
Q2 | $4.11M | Buy |
63,082
+11,619
| +23% | +$756K | 1.93% | 18 |
|
|
2017
Q1 | $3.25M | Buy |
51,463
+8,012
| +18% | +$506K | 1.58% | 20 |
|
|
2016
Q4 | $2.69M | Sell |
43,451
-22,197
| -34% | -$1.38M | 1.36% | 20 |
|
|
2016
Q3 | $4.3M | Buy |
65,648
+22,028
| +50% | +$1.44M | 2.15% | 17 |
|
|
2016
Q2 | $2.94M | Sell |
43,620
-1,957
| -4% | -$132K | 1.55% | 19 |
|
|
2016
Q1 | $3.01M | Buy |
45,577
+483
| +1% | +$31.9K | 1.84% | 15 |
|
|
2015
Q4 | $2.86M | Sell |
45,094
-4,212
| -9% | -$267K | 1.66% | 18 |
|
|
2015
Q3 | $2.92M | Buy |
49,306
+6,930
| +16% | +$411K | 1.66% | 14 |
|
|
2015
Q2 | $2.37M | Sell |
42,376
-6,282
| -13% | -$352K | 1.28% | 22 |
|
|
2015
Q1 | $3.02M | Buy |
48,658
+8,959
| +23% | +$557K | 1.62% | 15 |
|
|
2014
Q4 | $2.34M | Sell |
39,699
-4,422
| -10% | -$261K | 1.28% | 16 |
|
|
2014
Q3 | $2.26M | Buy |
44,121
+6,264
| +17% | +$320K | 1.28% | 16 |
|
|
2014
Q2 | $2.02M | Sell |
37,857
-4,765
| -11% | -$254K | 1.14% | 16 |
|
|
2014
Q1 | $2.13M | Buy |
42,622
+9,785
| +30% | +$490K | 1.24% | 14 |
|
|
2013
Q4 | $1.48M | Sell |
32,837
-4,110
| -11% | -$185K | 0.87% | 18 |
|
|
2013
Q3 | $1.77M | Buy |
+36,947
| New | +$1.77M | 1.08% | 17 |
|