Lederer & Associates Investment Counsel’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 | $196K | Hold |
2,375
| – | – | 0.13% | 83 |
|
|
2025
Q1 | $205K | Hold |
2,375
| – | – | 0.15% | 80 |
|
|
2024
Q4 | $192K | Hold |
2,375
| – | – | 0.13% | 83 |
|
|
2024
Q3 | $211K | Buy |
+2,375
| New | +$211K | 0.15% | 83 |
|
|
2022
Q2 | – | Sell |
-2,375
| Closed | -$228K | – | 90 |
|
|
2022
Q1 | $228K | Hold |
2,375
| – | – | 0.14% | 89 |
|
|
2021
Q4 | $233K | Hold |
2,375
| – | – | 0.14% | 87 |
|
|
2021
Q3 | $203K | Buy |
+2,375
| New | +$203K | 0.13% | 86 |
|
|
2021
Q2 | – | Sell |
-2,375
| Closed | -$176K | – | 133 |
|
|
2021
Q1 | $176K | Buy |
+2,375
| New | +$176K | 0.12% | 87 |
|