Valmark Advisers’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 | $322K | Buy |
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|
2025
Q1 | $336K | Sell |
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|
2024
Q4 | $336K | Sell |
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|
2024
Q3 | $372K | Sell |
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|
2024
Q2 | $325K | Buy |
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|
2024
Q1 | $285K | Buy |
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|
2023
Q4 | $273K | Sell |
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|
2023
Q3 | $300K | Buy |
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|
2023
Q2 | $305K | Sell |
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|
2023
Q1 | $329K | Buy |
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|
2022
Q4 | $318K | Buy |
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|
2022
Q3 | $301K | Buy |
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|
2022
Q2 | $333K | Buy |
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|
2022
Q1 | $397K | Buy |
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|
2021
Q4 | $407K | Sell |
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|
2021
Q3 | $355K | Hold |
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|
2021
Q2 | $346K | Buy |
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|
2021
Q1 | $307K | Hold |
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|
2020
Q4 | $281K | Sell |
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|
2020
Q3 | $254K | Buy |
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|
2020
Q2 | $248K | Buy |
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|
2020
Q1 | $224K | Sell |
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|
2019
Q4 | $309K | Buy |
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|
2019
Q3 | $296K | Buy |
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|
2019
Q2 | $235K | Buy |
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|
2019
Q1 | $228K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $382K | Sell |
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|
2017
Q4 | $596K | Buy |
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