Steward Partners Investment Advisory’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 | $77.2K | Buy |
|
|||||
|
2025
Q1 | $42.9K | Buy |
|
|||||
|
2024
Q4 | $38.9K | Hold |
|
|||||
|
2024
Q3 | $42.6K | Hold |
|
|||||
|
2024
Q2 | $37K | Hold |
|
|||||
|
2024
Q1 | $34.6K | Hold |
|
|||||
|
2023
Q4 | $35.3K | Sell |
|
|||||
|
2023
Q3 | $59.4K | Hold |
|
|||||
|
2023
Q2 | $65.9K | Buy |
|
|||||
|
2023
Q1 | $63.4K | Sell |
|
|||||
|
2022
Q4 | $1.83M | Buy |
|
|||||
|
2022
Q3 | $1.88M | Buy |
|
|||||
|
2022
Q2 | $2.04M | Buy |
|
|||||
|
2022
Q1 | $2.4M | Buy |
|
|||||
|
2021
Q4 | $47K | Hold |
|
|||||
|
2021
Q3 | $41K | Hold |
|
|||||
|
2021
Q2 | $40K | Hold |
|
|||||
|
2021
Q1 | $35.5K | Hold |
|
|||||
|
2020
Q4 | $33K | Buy |
|
|||||
|
2020
Q3 | $23K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $16K | Hold |
|
|||||
|
2018
Q2 | $16K | Buy |
|