Bartlett & Co 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 | – | Sell |
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|
2025
Q1 | $40.3K | Hold |
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|
2024
Q4 | $40.1K | Buy |
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2024
Q3 | $41.3K | Buy |
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|
2024
Q2 | $20.9K | Hold |
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|
2024
Q1 | $21K | Sell |
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|
2023
Q4 | $23.5K | Sell |
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|
2023
Q3 | $21.3K | Sell |
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|
2023
Q2 | $25K | Buy |
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|
2023
Q1 | $1.36K | Hold |
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|
2022
Q4 | $1.33K | Hold |
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|
2022
Q3 | $1.28K | Buy |
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