Allworth Financial’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
Q2 | $1.3M | Buy |
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|
2025
Q1 | $1.13M | Buy |
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|
2024
Q4 | $1.17M | Sell |
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|
2024
Q3 | $1.29M | Buy |
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|
2024
Q2 | $1.14M | Buy |
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|
2024
Q1 | $1.05M | Buy |
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|
2023
Q4 | $994K | Sell |
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|
2023
Q3 | $908K | Sell |
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|
2023
Q2 | $1.02M | Sell |
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|
2023
Q1 | $1.09M | Sell |
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|
2022
Q4 | $1.07M | Sell |
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|
2022
Q3 | $1.19M | Buy |
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|
2022
Q2 | $1.33M | Buy |
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|
2022
Q1 | $1.58M | Sell |
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|
2021
Q4 | $1.86M | Sell |
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|
2021
Q3 | $1.69M | Sell |
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|
2021
Q2 | $2.54M | Buy |
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|
2021
Q1 | $2.16M | Sell |
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|
2020
Q4 | $2.08M | Sell |
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|
2020
Q3 | $2.1M | Buy |
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|
2020
Q2 | $1.88M | Buy |
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|
2020
Q1 | $1.25M | Buy |
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|
2019
Q4 | $65K | Buy |
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