RDA Financial Network’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
2026 Q2	$244K	Sell	2,582 -9	-0.3%	-$809	0.05%	253
2026 Q1	$216K	Sell	2,591 -20	-0.8%	-$1.72K	0.05%	257
2025 Q4	$216K	Buy	2,611 +8	+0.3%	+$671	0.05%	249
2025 Q3	$221K	Sell	2,603 -432	-14%	-$35.9K	0.05%	245
2025 Q2	$250K	Buy	3,035 +9	+0.3%	+$742	0.07%	221
2025 Q1	$262K	Sell	3,026 -44	-1%	-$3.67K	0.08%	207
2024 Q4	$249K	Buy	3,070 +18	+0.6%	+$1.54K	0.07%	211
2024 Q3	$271K	Sell	3,052 -155	-5%	-$13K	0.08%	197
2024 Q2	$247K	Buy	3,207 +71	+2%	+$5.18K	0.08%	204
2024 Q1	$226K	Buy	3,136 +6	+0.2%	+$423	0.08%	209
2023 Q4	$230K	Sell	3,130 -52	-2%	-$3.49K	0.09%	204
2023 Q3	$210K	Sell	3,182 -27	-0.8%	-$1.93K	0.09%	203
2023 Q2	$235K	Sell	3,209 -220	-6%	-$15.7K	0.1%	199
2023 Q1	$242K	Sell	3,429 -31	-0.9%	-$2.24K	0.11%	186
2022 Q4	$236K	Sell	3,460 -282	-8%	-$19.8K	0.12%	179
2022 Q3	$269K	Sell	3,742 -106	-3%	-$8.67K	0.15%	152
2022 Q2	$308K	Sell	3,848 -321	-8%	-$27.9K	0.16%	147
2022 Q1	$400K	Sell	4,169 -363	-8%	-$33.7K	0.17%	137
2021 Q4	$445K	Buy	4,532 +111	+3%	+$10.2K	0.18%	127
2021 Q3	$378K	Sell	4,421 -50	-1%	-$4.43K	0.17%	142
2021 Q2	$373K	Sell	4,471 -13	-0.3%	-$1.04K	0.16%	143
2021 Q1	$332K	Buy	4,484 +31	+0.7%	+$2.19K	0.14%	160
2020 Q4	$302K	Sell	4,453 -2,211	-33%	-$145K	0.14%	164
2020 Q3	$406K	Buy	6,664 +385	+6%	+$23.7K	0.18%	123
2020 Q2	$377K	Buy	6,279 +349	+6%	+$20.5K	0.19%	121
2020 Q1	$327K	Buy	5,930 +136	+2%	+$9.79K	0.2%	116
2019 Q4	$453K	Buy	5,794 +2,125	+58%	+$165K	0.18%	133
2019 Q3	$285K	Buy	3,669 +346	+10%	+$26.6K	0.12%	176
2019 Q2	$251K	Buy	3,323 +334	+11%	+$23.9K	0.11%	187
2019 Q1	$212K	Buy	+2,989	New	+$203K	0.1%	200

Other funds holding REZ