RVW Wealth’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	$325K	Sell	3,430 -74	-2%	-$6.65K	0.02%	141
2026 Q1	$292K	Hold	3,504	–	–	0.02%	142
2025 Q4	$290K	Sell	3,504 -194	-5%	-$16.3K	0.02%	143
2025 Q3	$314K	Sell	3,698 -244	-6%	-$20.3K	0.02%	142
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%	-$48.4K	0.03%	121
2024 Q3	$390K	Sell	4,389 -875	-17%	-$73.2K	0.04%	106
2024 Q2	$405K	Sell	5,264 -91	-2%	-$6.64K	0.04%	102
2024 Q1	$386K	Sell	5,355 -417	-7%	-$29.4K	0.04%	102
2023 Q4	$424K	Sell	5,772 -764	-12%	-$51.3K	0.05%	97
2023 Q3	$431K	Sell	6,536 -616	-9%	-$44K	0.05%	94
2023 Q2	$524K	Sell	7,152 -38	-0.5%	-$2.71K	0.06%	95
2023 Q1	$508K	Sell	7,190 -796	-10%	-$57.4K	0.06%	99
2022 Q4	$546K	Buy	7,986 +75	+0.9%	+$5.26K	0.07%	92
2022 Q3	$568K	Buy	7,911 +140	+2%	+$11.4K	0.08%	90
2022 Q2	$622K	Buy	7,771 +287	+4%	+$24.9K	0.08%	85
2022 Q1	$718K	Buy	7,484 +438	+6%	+$40.6K	0.08%	76
2021 Q4	$692K	Buy	7,046 +898	+15%	+$82.6K	0.08%	80
2021 Q3	$1M	Buy	6,148 +930	+18%	+$82.4K	0.12%	78
2021 Q2	$0	Buy	5,218 +1,463	+39%	+$117K	﹤0.01%	106
2021 Q1	$1M	Buy	3,755 +763	+26%	+$53.9K	0.13%	95
2020 Q4	$1M	Buy	+2,992	New	+$196K	0.15%	85

Other funds holding REZ