Beacon Pointe Advisors’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 | – | Sell |
-4,043
| Closed | -$233K | – | 1261 |
|
|
2025
Q1 | $233K | Buy |
+4,043
| New | +$233K | ﹤0.01% | 1092 |
|
|
2024
Q4 | – | Sell |
-4,043
| Closed | -$249K | – | 1256 |
|
|
2024
Q3 | $249K | Buy |
+4,043
| New | +$249K | ﹤0.01% | 1077 |
|
|
2024
Q1 | – | Sell |
-4,043
| Closed | -$219K | – | 1373 |
|
|
2023
Q4 | $219K | Sell |
4,043
-2,960
| -42% | -$161K | ﹤0.01% | 1168 |
|
|
2023
Q3 | $330K | Buy |
+7,003
| New | +$330K | ﹤0.01% | 1016 |
|