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
Q2 | $259K | Hold |
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|
2025
Q1 | $259K | Hold |
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|
2024
Q4 | $243K | Hold |
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|
2024
Q3 | $231K | Hold |
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|
2024
Q2 | $231K | Hold |
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|
2024
Q1 | $216K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $220K | Hold |
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|
2023
Q1 | $212K | Hold |
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|
2022
Q4 | $205K | Hold |
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|
2022
Q3 | $215K | Hold |
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|
2022
Q2 | $240K | Hold |
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|
2022
Q1 | $288K | Hold |
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|
2021
Q4 | $295K | Hold |
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|
2021
Q3 | $257K | Sell |
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|
2021
Q2 | $342K | Hold |
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|
2021
Q1 | $303K | Hold |
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|
2020
Q4 | $278K | Hold |
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|
2020
Q3 | $250K | Hold |
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|
2020
Q2 | $246K | Buy |
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