KFG Wealth 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	$1.54M	Sell	18,695 -4,601	-20%	-$379K	0.25%	57
2025 Q1	$2.01M	Sell	23,296 -10,212	-30%	-$883K	0.37%	46
2024 Q4	$2.71M	Sell	33,508 -6,755	-17%	-$547K	0.51%	36
2024 Q3	$3.58M	Buy	+40,263	New	+$3.58M	0.78%	29