Baird 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 | $477K | Sell |
8,434
-5,304
| -39% | -$300K | ﹤0.01% | 1432 |
|
|
2025
Q1 | $791K | Buy |
+13,738
| New | +$791K | ﹤0.01% | 1261 |
|
|
2020
Q2 | – | Sell |
-43,222
| Closed | -$1.69M | – | 1594 |
|
|
2020
Q1 | $1.69M | Buy |
43,222
+3,321
| +8% | +$130K | 0.01% | 733 |
|
|
2019
Q4 | $2.18M | Buy |
39,901
+5,538
| +16% | +$302K | 0.01% | 747 |
|
|
2019
Q3 | $1.91M | Buy |
34,363
+1,525
| +5% | +$84.7K | 0.01% | 783 |
|
|
2019
Q2 | $1.71M | Buy |
+32,838
| New | +$1.71M | 0.01% | 827 |
|