Arkansas Financial Group’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 | $387K | Buy |
6,850
+2,197
| +47% | +$124K | 0.06% | 65 |
|
2025
Q1 | $244K | Buy |
4,653
+976
| +27% | +$51.1K | 0.04% | 70 |
|
2024
Q4 | $211K | Buy |
3,677
+154
| +4% | +$8.83K | 0.03% | 75 |
|
2024
Q3 | $217K | Buy |
+3,523
| New | +$217K | 0.04% | 75 |
|
2022
Q4 | – | Sell |
-4,309
| Closed | -$205K | – | 64 |
|
2022
Q3 | $205K | Buy |
4,309
+10
| +0.2% | +$476 | 0.05% | 48 |
|
2022
Q2 | $230K | Hold |
4,299
| – | – | 0.05% | 47 |
|
2022
Q1 | $278K | Hold |
4,299
| – | – | 0.06% | 40 |
|
2021
Q4 | $291K | Buy |
4,299
+1
| +0% | +$68 | 0.06% | 40 |
|
2021
Q3 | $252K | Sell |
4,298
-61
| -1% | -$3.58K | 0.06% | 40 |
|
2021
Q2 | $254K | Hold |
4,359
| – | – | 0.06% | 41 |
|
2021
Q1 | $228K | Sell |
4,359
-614
| -12% | -$32.1K | 0.05% | 42 |
|
2020
Q4 | $241K | Sell |
4,973
-2,934
| -37% | -$142K | 0.06% | 40 |
|
2020
Q3 | $346K | Sell |
7,907
-529
| -6% | -$23.1K | 0.1% | 33 |
|
2020
Q2 | $366K | Buy |
8,436
+749
| +10% | +$32.5K | 0.12% | 31 |
|
2020
Q1 | $301K | Buy |
7,687
+1,826
| +31% | +$71.5K | 0.11% | 30 |
|
2019
Q4 | $319K | Buy |
+5,861
| New | +$319K | 0.11% | 27 |
|