LWMI
REZ icon

Legacy Wealth Management (Idaho)’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio REZ Stock Details REZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.73K Hold
21
– – ﹤0.01% 529
2025
Q1 		$1.82K Hold
21
– – ﹤0.01% 550
2024
Q4 		$1.75K Hold
21
– – ﹤0.01% 508
2024
Q3 		$1.83K Buy
+21
New +$1.83K ﹤0.01% 485