Aptus Capital 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 | $96.3K | Sell |
1,703
-14,488
| -89% | -$819K | ﹤0.01% | 1072 |
|
|
2025
Q1 | $933K | Sell |
16,191
-4,706
| -23% | -$271K | 0.01% | 519 |
|
|
2024
Q4 | $1.2M | Buy |
20,897
+2,794
| +15% | +$160K | 0.01% | 464 |
|
|
2024
Q3 | $1.11M | Buy |
18,103
+243
| +1% | +$15K | 0.02% | 390 |
|
|
2024
Q2 | $957K | Buy |
17,860
+8,117
| +83% | +$435K | 0.02% | 398 |
|
|
2024
Q1 | $524K | Buy |
+9,743
| New | +$524K | 0.01% | 500 |
|
|
2023
Q1 | – | Sell |
-7
| Closed | -$346 | – | 896 |
|
|
2022
Q4 | $346 | Buy |
7
+5
| +250% | +$247 | ﹤0.01% | 780 |
|
|
2022
Q3 | $0 | Sell |
2
-1
| -33% | – | ﹤0.01% | 814 |
|
|
2022
Q2 | $0 | Hold |
3
| – | – | ﹤0.01% | 730 |
|
|
2022
Q1 | $0 | Buy |
+3
| New | – | ﹤0.01% | 722 |
|