RVW Wealth’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 | $325K | Buy |
3,942
+118
| +3% | +$9.72K | 0.03% | 136 |
|
|
2025
Q1 | $330K | Hold |
3,824
| – | – | 0.03% | 118 |
|
|
2024
Q4 | $310K | Sell |
3,824
-565
| -13% | -$45.8K | 0.03% | 121 |
|
|
2024
Q3 | $390K | Sell |
4,389
-875
| -17% | -$77.7K | 0.04% | 106 |
|
|
2024
Q2 | $405K | Sell |
5,264
-91
| -2% | -$7.01K | 0.04% | 102 |
|
|
2024
Q1 | $386K | Sell |
5,355
-417
| -7% | -$30.1K | 0.04% | 102 |
|
|
2023
Q4 | $424K | Sell |
5,772
-764
| -12% | -$56.2K | 0.05% | 97 |
|
|
2023
Q3 | $431K | Sell |
6,536
-616
| -9% | -$40.6K | 0.05% | 94 |
|
|
2023
Q2 | $524K | Sell |
7,152
-38
| -0.5% | -$2.78K | 0.06% | 95 |
|
|
2023
Q1 | $508K | Sell |
7,190
-796
| -10% | -$56.2K | 0.06% | 99 |
|
|
2022
Q4 | $546K | Buy |
7,986
+75
| +0.9% | +$5.13K | 0.07% | 92 |
|
|
2022
Q3 | $568K | Buy |
7,911
+140
| +2% | +$10.1K | 0.08% | 90 |
|
|
2022
Q2 | $622K | Buy |
7,771
+287
| +4% | +$23K | 0.08% | 85 |
|
|
2022
Q1 | $718K | Buy |
7,484
+438
| +6% | +$42K | 0.08% | 76 |
|
|
2021
Q4 | $692K | Buy |
7,046
+898
| +15% | +$88.2K | 0.08% | 80 |
|
|
2021
Q3 | $1M | Buy |
6,148
+930
| +18% | +$151K | 0.12% | 78 |
|
|
2021
Q2 | $0 | Buy |
5,218
+1,463
| +39% | – | ﹤0.01% | 106 |
|
|
2021
Q1 | $1M | Buy |
3,755
+763
| +26% | +$203K | 0.13% | 95 |
|
|
2020
Q4 | $1M | Buy |
+2,992
| New | +$1M | 0.15% | 85 |
|