Northwestern Mutual Wealth Management’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 | $24.1M | Buy |
293,202
+54,607
| +23% | +$4.5M | 0.02% | 346 |
|
|
2025
Q1 | $20.6M | Buy |
238,595
+43,113
| +22% | +$3.73M | 0.02% | 343 |
|
|
2024
Q4 | $15.8M | Buy |
195,482
+10,890
| +6% | +$882K | 0.01% | 369 |
|
|
2024
Q3 | $16.4M | Sell |
184,592
-24,376
| -12% | -$2.17M | 0.01% | 357 |
|
|
2024
Q2 | $16.1M | Buy |
208,968
+25,419
| +14% | +$1.96M | 0.02% | 341 |
|
|
2024
Q1 | $13.2M | Buy |
183,549
+16,482
| +10% | +$1.19M | 0.01% | 361 |
|
|
2023
Q4 | $12.3M | Buy |
167,067
+43,106
| +35% | +$3.17M | 0.01% | 357 |
|
|
2023
Q3 | $8.18M | Buy |
123,961
+5,218
| +4% | +$344K | 0.01% | 401 |
|
|
2023
Q2 | $8.7M | Sell |
118,743
-107
| -0.1% | -$7.84K | 0.01% | 389 |
|
|
2023
Q1 | $8.39M | Buy |
118,850
+10,103
| +9% | +$713K | 0.01% | 376 |
|
|
2022
Q4 | $7.43M | Buy |
108,747
+93,986
| +637% | +$6.42M | 0.01% | 383 |
|
|
2022
Q3 | $1.06M | Sell |
14,761
-26,136
| -64% | -$1.88M | ﹤0.01% | 806 |
|
|
2022
Q2 | $3.27M | Sell |
40,897
-23,958
| -37% | -$1.92M | 0.01% | 513 |
|
|
2022
Q1 | $6.22M | Buy |
64,855
+49,624
| +326% | +$4.76M | 0.01% | 392 |
|
|
2021
Q4 | $1.5M | Sell |
15,231
-1,622
| -10% | -$159K | ﹤0.01% | 688 |
|
|
2021
Q3 | $1.44M | Buy |
16,853
+820
| +5% | +$70.2K | ﹤0.01% | 653 |
|
|
2021
Q2 | $1.34M | Buy |
16,033
+1,906
| +13% | +$159K | ﹤0.01% | 666 |
|
|
2021
Q1 | $1.05M | Buy |
14,127
+2,749
| +24% | +$203K | ﹤0.01% | 691 |
|
|
2020
Q4 | $772K | Buy |
11,378
+3,605
| +46% | +$245K | ﹤0.01% | 713 |
|
|
2020
Q3 | $474K | Buy |
7,773
+2,213
| +40% | +$135K | ﹤0.01% | 764 |
|
|
2020
Q2 | $334K | Buy |
5,560
+637
| +13% | +$38.3K | ﹤0.01% | 810 |
|
|
2020
Q1 | $271K | Buy |
4,923
+197
| +4% | +$10.8K | ﹤0.01% | 799 |
|
|
2019
Q4 | $356K | Buy |
4,726
+855
| +22% | +$64.4K | ﹤0.01% | 761 |
|
|
2019
Q3 | $308K | Buy |
3,871
+203
| +6% | +$16.2K | ﹤0.01% | 755 |
|
|
2019
Q2 | $267K | Buy |
3,668
+1,544
| +73% | +$112K | ﹤0.01% | 803 |
|
|
2019
Q1 | $150K | Buy |
2,124
+1,246
| +142% | +$88K | ﹤0.01% | 948 |
|
|
2018
Q4 | $55K | Sell |
878
-2,847
| -76% | -$178K | ﹤0.01% | 1213 |
|
|
2018
Q3 | $234K | Buy |
3,725
+3,530
| +1,810% | +$222K | ﹤0.01% | 760 |
|
|
2018
Q2 | $12K | Sell |
195
-500
| -72% | -$30.8K | ﹤0.01% | 1787 |
|
|
2018
Q1 | $40K | Buy |
695
+500
| +256% | +$28.8K | ﹤0.01% | 1297 |
|
|
2017
Q4 | $12K | Hold |
195
| – | – | ﹤0.01% | 1694 |
|
|
2017
Q3 | $12K | Sell |
195
-130
| -40% | -$8K | ﹤0.01% | 1619 |
|
|
2017
Q2 | $21K | Buy |
+325
| New | +$21K | ﹤0.01% | 1376 |
|
|
2015
Q4 | – | Sell |
-57
| Closed | -$3K | – | 1795 |
|
|
2015
Q3 | $3K | Buy |
+57
| New | +$3K | ﹤0.01% | 1381 |
|