Sovereign Financial Group’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
Q3 | $4.48M | Buy |
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|
2025
Q2 | $4.05M | Buy |
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|
2025
Q1 | $4.16M | Buy |
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|
2024
Q4 | $3.53M | Buy |
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|
2024
Q3 | $3.85M | Buy |
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|
2024
Q2 | $3.04M | Buy |
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|
2024
Q1 | $2.37M | Buy |
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|
2023
Q4 | $2.21M | Buy |
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|
2023
Q3 | $1.67M | Buy |
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|
2023
Q2 | $1.62M | Buy |
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|
2023
Q1 | $1.39M | Buy |
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|
2022
Q4 | $1.13M | Sell |
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|
2022
Q3 | $1.33M | Buy |
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|
2022
Q2 | $1.08M | Buy |
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|
2022
Q1 | $1.12M | Buy |
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|
2021
Q4 | $711K | Sell |
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|
2021
Q3 | $641K | Buy |
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