AE Wealth Management’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 | $1.1M | Sell |
19,382
-7,986
| -29% | -$452K | 0.01% | 700 |
|
|
2025
Q1 | $1.58M | Buy |
27,368
+646
| +2% | +$37.2K | 0.01% | 588 |
|
|
2024
Q4 | $1.53M | Buy |
26,722
+3,547
| +15% | +$203K | 0.01% | 606 |
|
|
2024
Q3 | $1.43M | Sell |
23,175
-43
| -0.2% | -$2.65K | 0.01% | 627 |
|
|
2024
Q2 | $1.24M | Buy |
23,218
+1,500
| +7% | +$80.3K | 0.01% | 651 |
|
|
2024
Q1 | $1.17M | Sell |
21,718
-15,248
| -41% | -$820K | 0.01% | 624 |
|
|
2023
Q4 | $1.94M | Sell |
36,966
-1,143
| -3% | -$60.1K | 0.01% | 915 |
|
|
2023
Q3 | $1.8M | Sell |
38,109
-54,381
| -59% | -$2.57M | 0.01% | 884 |
|
|
2023
Q2 | $4.75M | Buy |
92,490
+19,343
| +26% | +$994K | 0.03% | 547 |
|
|
2023
Q1 | $3.69M | Buy |
73,147
+37,419
| +105% | +$1.89M | 0.02% | 592 |
|
|
2022
Q4 | $1.77M | Sell |
35,728
-55,711
| -61% | -$2.75M | 0.01% | 791 |
|
|
2022
Q3 | $4.34M | Buy |
91,439
+22,281
| +32% | +$1.06M | 0.03% | 456 |
|
|
2022
Q2 | $3.69M | Sell |
69,158
-1,504
| -2% | -$80.3K | 0.03% | 472 |
|
|
2022
Q1 | $4.57M | Buy |
70,662
+32,741
| +86% | +$2.12M | 0.03% | 458 |
|
|
2021
Q4 | $2.56M | Buy |
37,921
+8,536
| +29% | +$577K | 0.02% | 620 |
|
|
2021
Q3 | $1.72M | Buy |
29,385
+3,811
| +15% | +$223K | 0.01% | 689 |
|
|
2021
Q2 | $1.49M | Buy |
25,574
+5,254
| +26% | +$307K | 0.01% | 719 |
|
|
2021
Q1 | $1.07M | Buy |
20,320
+1,412
| +7% | +$74K | 0.01% | 745 |
|
|
2020
Q4 | $915K | Buy |
18,908
+1,971
| +12% | +$95.4K | 0.01% | 733 |
|
|
2020
Q3 | $741K | Sell |
16,937
-4,560
| -21% | -$200K | 0.01% | 720 |
|
|
2020
Q2 | $935K | Sell |
21,497
-28,281
| -57% | -$1.23M | 0.01% | 647 |
|
|
2020
Q1 | $1.95M | Buy |
49,778
+6,323
| +15% | +$248K | 0.04% | 316 |
|
|
2019
Q4 | $2.37M | Buy |
43,455
+20,133
| +86% | +$1.1M | 0.05% | 307 |
|
|
2019
Q3 | $1.3M | Buy |
23,322
+19,251
| +473% | +$1.07M | 0.04% | 374 |
|
|
2019
Q2 | $212K | Buy |
+4,071
| New | +$212K | 0.01% | 884 |
|