Lederer & Associates Investment Counsel’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$202K Hold
2025
Q2
$196K Hold
2025
Q1
$205K Hold
2024
Q4
$192K Hold
2024
Q3
$211K Buy
2022
Q2
Sell
2022
Q1
$228K Hold
2021
Q4
$233K Hold
2021
Q3
$203K Buy
2021
Q2
Sell
2021
Q1
$176K Buy