Avantax Advisory Services’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 | $446K | Sell |
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|
2025
Q1 | $765K | Sell |
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|
2024
Q4 | $5.47M | Buy |
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|
2024
Q3 | $439K | Sell |
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|
2024
Q2 | $519K | Buy |
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|
2024
Q1 | $293K | Sell |
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|
2023
Q4 | $1.92M | Buy |
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|
2023
Q3 | $360K | Sell |
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|
2023
Q2 | $405K | Sell |
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|
2023
Q1 | $428K | Sell |
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|
2022
Q4 | $2.13M | Buy |
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|
2022
Q3 | $270K | Sell |
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|
2022
Q2 | $349K | Sell |
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|
2022
Q1 | $852K | Sell |
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|
2021
Q4 | $1.19M | Buy |
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|
2021
Q3 | $896K | Buy |
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|
2021
Q2 | $707K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $322K | Sell |
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|
2020
Q3 | $443K | Buy |
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|
2020
Q2 | $287K | Buy |
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