Advisornet Financial’s iShares Core US REIT ETF USRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.26K | Buy |
164
+1
| +0.6% | +$56 | ﹤0.01% | 1478 |
|
|
2025
Q1 | $9.39K | Buy |
163
+1
| +0.6% | +$58 | ﹤0.01% | 1415 |
|
|
2024
Q4 | $9.31K | Sell |
162
-215
| -57% | -$12.4K | ﹤0.01% | 1328 |
|
|
2024
Q3 | $23.2K | Buy |
377
+1
| +0.3% | +$62 | ﹤0.01% | 1142 |
|
|
2024
Q2 | $20.2K | Hold |
376
| – | – | ﹤0.01% | 1083 |
|
|
2024
Q1 | $20.2K | Sell |
376
-273
| -42% | -$14.7K | ﹤0.01% | 1074 |
|
|
2023
Q4 | $35.2K | Buy |
649
+11
| +2% | +$597 | ﹤0.01% | 915 |
|
|
2023
Q3 | $30.1K | Buy |
638
+68
| +12% | +$3.21K | ﹤0.01% | 923 |
|
|
2023
Q2 | $29.3K | Sell |
570
-190
| -25% | -$9.76K | ﹤0.01% | 963 |
|
|
2023
Q1 | $38.3K | Buy |
760
+2
| +0.3% | +$101 | ﹤0.01% | 866 |
|
|
2022
Q4 | $37.5K | Buy |
758
+11
| +1% | +$544 | ﹤0.01% | 869 |
|
|
2022
Q3 | $35K | Hold |
747
| – | – | ﹤0.01% | 947 |
|
|
2022
Q2 | $40K | Sell |
747
-767
| -51% | -$41.1K | ﹤0.01% | 928 |
|
|
2022
Q1 | $98K | Sell |
1,514
-185
| -11% | -$12K | 0.01% | 758 |
|
|
2021
Q4 | $115K | Sell |
1,699
-707
| -29% | -$47.9K | 0.01% | 748 |
|
|
2021
Q3 | $141K | Sell |
2,406
-11,594
| -83% | -$679K | 0.01% | 676 |
|
|
2021
Q2 | $817K | Buy |
14,000
+71
| +0.5% | +$4.14K | 0.05% | 299 |
|
|
2021
Q1 | $730K | Sell |
13,929
-151
| -1% | -$7.91K | 0.05% | 294 |
|
|
2020
Q4 | $682K | Sell |
14,080
-6,795
| -33% | -$329K | 0.06% | 291 |
|
|
2020
Q3 | $913K | Sell |
20,875
-7,640
| -27% | -$334K | 0.08% | 228 |
|
|
2020
Q2 | $1.24M | Buy |
28,515
+114
| +0.4% | +$4.96K | 0.1% | 184 |
|
|
2020
Q1 | $1.11M | Buy |
28,401
+471
| +2% | +$18.4K | 0.1% | 172 |
|
|
2019
Q4 | $1.53M | Sell |
27,930
-1,275
| -4% | -$69.6K | 0.13% | 150 |
|
|
2019
Q3 | $1.62M | Buy |
29,205
+259
| +0.9% | +$14.4K | 0.15% | 139 |
|
|
2019
Q2 | $1.51M | Sell |
28,946
-864
| -3% | -$45K | 0.17% | 128 |
|
|
2019
Q1 | $1.54M | Buy |
29,810
+5,601
| +23% | +$290K | 0.19% | 123 |
|
|
2018
Q4 | $1.09M | Sell |
24,209
-672
| -3% | -$30.1K | 0.15% | 149 |
|
|
2018
Q3 | $1.2M | Sell |
24,881
-979
| -4% | -$47.4K | 0.15% | 134 |
|
|
2018
Q2 | $1.27M | Buy |
25,860
+7,587
| +42% | +$373K | 0.17% | 116 |
|
|
2018
Q1 | $824K | Buy |
18,273
+17,842
| +4,140% | +$805K | 0.11% | 159 |
|
|
2017
Q4 | $21K | Buy |
+431
| New | +$21K | ﹤0.01% | 854 |
|