Plan Group Financial’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 | $5.44M | Sell |
66,102
-4,062
| -6% | -$334K | 1.79% | 11 |
|
|
2025
Q1 | $6.06M | Buy |
70,164
+20,512
| +41% | +$1.77M | 2.16% | 9 |
|
|
2024
Q4 | $4.02M | Buy |
49,652
+100
| +0.2% | +$8.1K | 2.12% | 17 |
|
|
2024
Q3 | $4.4M | Buy |
49,552
+2,485
| +5% | +$221K | 2.32% | 16 |
|
|
2024
Q2 | $3.62M | Buy |
47,067
+3,135
| +7% | +$241K | 2.22% | 16 |
|
|
2024
Q1 | $3.17M | Buy |
43,932
+6,260
| +17% | +$451K | 2.08% | 17 |
|
|
2023
Q4 | $2.77M | Sell |
37,672
-11,955
| -24% | -$879K | 2.43% | 17 |
|
|
2023
Q3 | $3.27M | Buy |
49,627
+30,921
| +165% | +$2.04M | 2.36% | 16 |
|
|
2023
Q2 | $1.37M | Buy |
+18,706
| New | +$1.37M | 1.14% | 23 |
|