Avior Wealth 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 | $8.76M | Buy |
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|
2025
Q1 | $6.86M | Buy |
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|
2024
Q4 | $132K | Buy |
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|
2024
Q3 | $96.3K | Buy |
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|
2024
Q2 | $53.4K | Sell |
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|
2024
Q1 | $94K | Buy |
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|
2023
Q4 | $60.1K | Sell |
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|
2023
Q3 | $70.2K | Sell |
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|
2023
Q2 | $77.3K | Buy |
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|
2023
Q1 | $73K | Buy |
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|
2022
Q4 | $71K | Buy |
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|
2022
Q3 | $66K | Sell |
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|
2022
Q2 | $75K | Buy |
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|
2022
Q1 | $90K | Sell |
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|
2021
Q4 | $95K | Sell |
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|
2021
Q3 | $87K | Sell |
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|
2021
Q2 | $90K | Buy |
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|
2021
Q1 | $81K | Sell |
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|
2020
Q4 | $80K | Sell |
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|
2020
Q3 | $546K | Sell |
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|
2020
Q2 | $550K | Buy |
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|
2020
Q1 | $436K | Buy |
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|
2019
Q4 | $86K | Buy |
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|
2019
Q3 | $82K | Buy |
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|
2019
Q2 | $52K | Buy |
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|
2019
Q1 | $27K | Buy |
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|
2018
Q4 | $20K | Buy |
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|
2018
Q3 | $4K | Hold |
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|
2018
Q2 | $4K | Buy |
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