Spire Wealth Management’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 | $11.1K | Sell |
135
-271
| -67% | -$22.3K | ﹤0.01% | 1687 |
|
|
2025
Q1 | $35.1K | Buy |
406
+50
| +14% | +$4.32K | ﹤0.01% | 1409 |
|
|
2024
Q4 | $28.8K | Buy |
356
+132
| +59% | +$10.7K | ﹤0.01% | 1493 |
|
|
2024
Q3 | $19.9K | Buy |
224
+8
| +4% | +$712 | ﹤0.01% | 1438 |
|
|
2024
Q2 | $16.6K | Buy |
216
+69
| +47% | +$5.32K | ﹤0.01% | 1505 |
|
|
2024
Q1 | $10.6K | Hold |
147
| – | – | ﹤0.01% | 1697 |
|
|
2023
Q4 | $10.5K | Hold |
147
| – | – | ﹤0.01% | 1747 |
|
|
2023
Q3 | $9.7K | Hold |
147
| – | – | ﹤0.01% | 1742 |
|
|
2023
Q2 | $10.8K | Hold |
147
| – | – | ﹤0.01% | 1789 |
|
|
2023
Q1 | $10.4K | Sell |
147
-119
| -45% | -$8.4K | ﹤0.01% | 1829 |
|
|
2022
Q4 | $18K | Hold |
266
| – | – | ﹤0.01% | 1410 |
|
|
2022
Q3 | $19K | Sell |
266
-12
| -4% | -$857 | ﹤0.01% | 1354 |
|
|
2022
Q2 | $22K | Hold |
278
| – | – | ﹤0.01% | 1636 |
|
|
2022
Q1 | $27K | Buy |
278
+12
| +5% | +$1.17K | ﹤0.01% | 1685 |
|
|
2021
Q4 | $26K | Buy |
266
+131
| +97% | +$12.8K | ﹤0.01% | 2025 |
|
|
2021
Q3 | $12K | Hold |
135
| – | – | ﹤0.01% | 2052 |
|
|
2021
Q2 | $11K | Buy |
+135
| New | +$11K | ﹤0.01% | 2085 |
|