Mission Hills Financial Advisory’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	$2.1M	Sell	25,450 -918	-3%	-$75.6K	1.3%	20
2025 Q1	$2.28M	Sell	26,368 -587	-2%	-$50.7K	1.58%	20
2024 Q4	$2.18M	Buy	26,955 +3,594	+15%	+$291K	1.69%	18
2024 Q3	$2.02M	Buy	+23,361	New	+$2.02M	1.72%	19