Shufro Rose & Co’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
2025 Q4	–	Sell	-3,000	Closed	-$259K	–	342
2025 Q3	$259K	Hold	3,000	–	–	0.02%	254
2025 Q2	$259K	Hold	3,000	–	–	0.02%	252
2025 Q1	$259K	Hold	3,000	–	–	0.02%	256
2024 Q4	$243K	Hold	3,000	–	–	0.02%	251
2024 Q3	$231K	Hold	3,000	–	–	0.02%	268
2024 Q2	$231K	Hold	3,000	–	–	0.02%	268
2024 Q1	$216K	Buy	+3,000	New	+$212K	0.02%	270
2023 Q3	–	Sell	-3,000	Closed	-$220K	–	323
2023 Q2	$220K	Hold	3,000	–	–	0.02%	266
2023 Q1	$212K	Hold	3,000	–	–	0.02%	269
2022 Q4	$205K	Hold	3,000	–	–	0.02%	286
2022 Q3	$215K	Hold	3,000	–	–	0.02%	268
2022 Q2	$240K	Hold	3,000	–	–	0.02%	256
2022 Q1	$288K	Hold	3,000	–	–	0.02%	235
2021 Q4	$295K	Hold	3,000	–	–	0.02%	230
2021 Q3	$257K	Sell	3,000 -1,100	-27%	-$97.4K	0.02%	238
2021 Q2	$342K	Hold	4,100	–	–	0.03%	207
2021 Q1	$303K	Hold	4,100	–	–	0.02%	218
2020 Q4	$278K	Hold	4,100	–	–	0.02%	220
2020 Q3	$250K	Hold	4,100	–	–	0.02%	223
2020 Q2	$246K	Buy	+4,100	New	+$241K	0.02%	218