Montag & Associates’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	–	Sell	-652	Closed	-$56.3K	–	1009
2025 Q1	$56.3K	Hold	652	–	–	﹤0.01%	593
2024 Q4	$52.8K	Hold	652	–	–	﹤0.01%	601
2024 Q3	$57.9K	Buy	+652	New	+$57.9K	﹤0.01%	584