Strategic Wealth Partners’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	$22K	Buy	+267	New	+$22K	﹤0.01%	629
2022 Q2	–	Sell	-49,323	Closed	-$4.73M	–	275
2022 Q1	$4.73M	Buy	+49,323	New	+$4.73M	0.92%	24