Orion Portfolio Solutions’s iShares Residential and Multisector Real Estate ETF REZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $597K | Sell |
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|
2024
Q4 | $571K | Sell |
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|
2024
Q3 | $720K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $225K | Hold |
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|
2023
Q2 | $249K | Sell |
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|
2023
Q1 | $243K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $207K | Buy |
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|
2022
Q2 | $226K | Buy |
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|
2022
Q1 | $255K | Buy |
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|
2021
Q4 | $233K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $41K | Sell |
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|
2020
Q1 | $48K | Buy |
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|
2019
Q4 | $27K | Buy |
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