REZ β€” ISHARES TR

Ownership history in Kure Advisory, LLC  Β·  9 quarters on record

AI Ownership Summary

Kure Advisory, LLC reported ISHARES TR (REZ) in 9 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 2.8% in 2024 Q3. The latest visible filing shows REZ at 1.99% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this REZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Kure Advisory, LLC's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

REZ was reported at 1.99% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.8% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Kure Advisory, LLC held REZ β€” position size vs. price
% of Fund (quarterly)    REZ price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 43,114 +3,228 +8.1% 1.99% $3.6M 2026-02-14 (Est.) $89.04
2025 Q3 ADDED 39,886 +4,899 +14.0% 2.09% $3.4M 2025-10-08 $81.66
2025 Q2 UNCHANGED 34,987 β€” 0% 2.28% $3.0M 2025-07-11 $81.64
2025 Q1 REDUCED 34,987 -165 -0.5% 2.28% $3.0M 2025-04-10 $76.93
2024 Q3 ADDED 35,152 +58 +0.2% 2.80% $3.1M 2024-10-07 $82.66
2024 Q2 ADDED 35,094 +1,397 +4.1% 2.22% $2.7M 2024-07-16 $76.77
2024 Q1 ADDED 33,697 +1,894 +6.0% 2.07% $2.4M 2024-05-09 $70.41
2023 Q4 ADDED 31,803 +4,480 +16.4% 1.21% $2.3M 2024-01-12 $69.37
2023 Q3 INITIATED 27,323 β€” β€” 1.02% $1.8M 2023-10-24 $60.13

FAQ About Kure Advisory, LLC and REZ

These are the practical questions this page is built to answer before you even open the full history table.

How long has Kure Advisory, LLC reported owning REZ?

Kure Advisory, LLC reported REZ across 9 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported REZ position in Kure Advisory, LLC's portfolio?

The largest reported portfolio weight for REZ was 2.80% in 2024 Q3.

What is the latest reported REZ position on this page?

The most recent filing on this page is 2025 Q4, when Kure Advisory, LLC reported 43,114 shares, equal to 1.99% of portfolio, with an estimated market value of $3.6M.

What does the chart on this REZ ownership page compare?

The chart compares Kure Advisory, LLC's quarterly REZ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Kure Advisory, LLC Holdings