M Wealth Management LLC’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	$1.13M	Buy	13,672 +173	+1%	+$14.2K	1.04%	18
2025 Q1	$1.17M	Sell	13,499 -587	-4%	-$50.7K	1.09%	16
2024 Q4	$1.14M	Buy	+14,086	New	+$1.14M	1.04%	16