Aureus Asset Management’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
$731K Sell
2025
Q1
$752K Buy
2024
Q4
$605K Buy
2024
Q3
$647K Sell
2024
Q2
$575K Buy
2024
Q1
$573K Buy
2018
Q1
Sell
2017
Q4
$228K Buy
2016
Q1
Sell
2015
Q4
$388K Buy
2015
Q3
$341K Sell
2015
Q2
$360K Sell
2015
Q1
$416K Buy
2014
Q4
$373K Buy