Aletheian Wealth Advisors’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 | $229K | Sell |
4,048
-3
| -0.1% | -$170 | 0.11% | 88 |
|
|
2025
Q1 | $233K | Buy |
4,051
+1
| +0% | +$58 | 0.13% | 83 |
|
|
2024
Q4 | $232K | Hold |
4,050
| – | – | 0.14% | 73 |
|
|
2024
Q3 | $249K | Sell |
4,050
-2,922
| -42% | -$180K | 0.15% | 70 |
|
|
2024
Q2 | $373K | Hold |
6,972
| – | – | 0.2% | 67 |
|
|
2024
Q1 | $375K | Sell |
6,972
-1
| -0% | -$54 | 0.2% | 67 |
|
|
2023
Q4 | $379K | Buy |
+6,973
| New | +$379K | 0.25% | 67 |
|