Advisory Alpha’s iShares Core US REIT ETF USRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $235K | Buy |
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|
2025
Q2 | $227K | Sell |
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|
2025
Q1 | $244K | Sell |
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|
2024
Q4 | $277K | Sell |
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|
2024
Q3 | $365K | Sell |
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|
2024
Q2 | $2.05M | Sell |
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|
2024
Q1 | $2.12M | Sell |
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|
2023
Q4 | $20.4M | Sell |
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|
2023
Q3 | $23.7M | Buy |
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|
2023
Q2 | $23.7M | Buy |
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|
2023
Q1 | $21.4M | Sell |
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|
2022
Q4 | $21.1M | Sell |
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|
2022
Q3 | $24.1M | Buy |
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|
2022
Q2 | $26M | Sell |
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|
2022
Q1 | $32.1M | Sell |
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|
2021
Q4 | $35.9M | Buy |
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|
2021
Q3 | $29.2M | Buy |
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|
2021
Q2 | $24.4M | Buy |
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|
2021
Q1 | $16.4M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $37.6K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $12.3M | Sell |
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|
2018
Q2 | $13.5M | Buy |
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