Shufro Rose & Co’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 | $259K | Hold |
3,000
| – | – | 0.02% | 249 |
|
|
2025
Q1 | $259K | Hold |
3,000
| – | – | 0.02% | 253 |
|
|
2024
Q4 | $243K | Hold |
3,000
| – | – | 0.02% | 248 |
|
|
2024
Q3 | $231K | Hold |
3,000
| – | – | 0.02% | 265 |
|
|
2024
Q2 | $231K | Hold |
3,000
| – | – | 0.02% | 265 |
|
|
2024
Q1 | $216K | Buy |
+3,000
| New | +$216K | 0.02% | 269 |
|
|
2023
Q3 | – | Sell |
-3,000
| Closed | -$220K | – | 315 |
|
|
2023
Q2 | $220K | Hold |
3,000
| – | – | 0.02% | 264 |
|
|
2023
Q1 | $212K | Hold |
3,000
| – | – | 0.02% | 267 |
|
|
2022
Q4 | $205K | Hold |
3,000
| – | – | 0.02% | 285 |
|
|
2022
Q3 | $215K | Hold |
3,000
| – | – | 0.02% | 268 |
|
|
2022
Q2 | $240K | Hold |
3,000
| – | – | 0.02% | 255 |
|
|
2022
Q1 | $288K | Hold |
3,000
| – | – | 0.02% | 234 |
|
|
2021
Q4 | $295K | Hold |
3,000
| – | – | 0.02% | 229 |
|
|
2021
Q3 | $257K | Sell |
3,000
-1,100
| -27% | -$94.2K | 0.02% | 238 |
|
|
2021
Q2 | $342K | Hold |
4,100
| – | – | 0.03% | 205 |
|
|
2021
Q1 | $303K | Hold |
4,100
| – | – | 0.02% | 217 |
|
|
2020
Q4 | $278K | Hold |
4,100
| – | – | 0.02% | 218 |
|
|
2020
Q3 | $250K | Hold |
4,100
| – | – | 0.02% | 221 |
|
|
2020
Q2 | $246K | Buy |
+4,100
| New | +$246K | 0.02% | 217 |
|