Avantax Advisory Services’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 | $446K | Sell |
7,892
-5,389
| -41% | -$305K | ﹤0.01% | 1653 |
|
|
2025
Q1 | $765K | Sell |
13,281
-82,087
| -86% | -$4.73M | ﹤0.01% | 1235 |
|
|
2024
Q4 | $5.47M | Buy |
95,368
+88,231
| +1,236% | +$5.06M | 0.03% | 374 |
|
|
2024
Q3 | $439K | Sell |
7,137
-2,553
| -26% | -$157K | ﹤0.01% | 1501 |
|
|
2024
Q2 | $519K | Buy |
9,690
+4,247
| +78% | +$227K | ﹤0.01% | 1339 |
|
|
2024
Q1 | $293K | Sell |
5,443
-29,839
| -85% | -$1.61M | ﹤0.01% | 1310 |
|
|
2023
Q4 | $1.92M | Buy |
35,282
+27,653
| +362% | +$1.5M | 0.02% | 515 |
|
|
2023
Q3 | $360K | Sell |
7,629
-253
| -3% | -$11.9K | ﹤0.01% | 1096 |
|
|
2023
Q2 | $405K | Sell |
7,882
-618
| -7% | -$31.8K | ﹤0.01% | 1032 |
|
|
2023
Q1 | $428K | Sell |
8,500
-34,675
| -80% | -$1.75M | 0.01% | 978 |
|
|
2022
Q4 | $2.13M | Buy |
43,175
+37,486
| +659% | +$1.85M | 0.03% | 407 |
|
|
2022
Q3 | $270K | Sell |
5,689
-840
| -13% | -$39.9K | ﹤0.01% | 1056 |
|
|
2022
Q2 | $349K | Sell |
6,529
-6,710
| -51% | -$359K | 0.01% | 944 |
|
|
2022
Q1 | $852K | Sell |
13,239
-4,401
| -25% | -$283K | 0.01% | 597 |
|
|
2021
Q4 | $1.19M | Buy |
17,640
+2,330
| +15% | +$157K | 0.02% | 482 |
|
|
2021
Q3 | $896K | Buy |
15,310
+3,167
| +26% | +$185K | 0.01% | 523 |
|
|
2021
Q2 | $707K | Buy |
+12,143
| New | +$707K | 0.01% | 572 |
|
|
2021
Q1 | – | Sell |
-6,656
| Closed | -$322K | – | 1077 |
|
|
2020
Q4 | $322K | Sell |
6,656
-3,498
| -34% | -$169K | 0.01% | 696 |
|
|
2020
Q3 | $443K | Buy |
10,154
+3,509
| +53% | +$153K | 0.01% | 843 |
|
|
2020
Q2 | $287K | Buy |
+6,645
| New | +$287K | 0.01% | 654 |
|