Tobias Financial Advisors’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
$14.8M Sell
179,376
-133,051
-43% -$11M 2.53% 11
2025
Q1
$27M Buy
312,427
+18,298
+6% +$1.58M 5.24% 6
2024
Q4
$23.8M Buy
+294,129
New +$23.8M 4.79% 7