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Bellwether Advisors’s iShares Core US REIT ETF USRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.05K | Hold |
54
| – | – | ﹤0.01% | 463 |
|
|
2025
Q1 | $3.11K | Hold |
54
| – | – | ﹤0.01% | 406 |
|
|
2024
Q4 | $3.1K | Buy |
+54
| New | +$3.1K | ﹤0.01% | 415 |
|
|
2024
Q3 | – | Sell |
-57,130
| Closed | -$3.06M | – | 146 |
|
|
2024
Q2 | $3.06M | Sell |
57,130
-51
| -0.1% | -$2.73K | 0.64% | 38 |
|
|
2024
Q1 | $3.08M | Sell |
57,181
-3,387
| -6% | -$182K | 0.68% | 38 |
|
|
2023
Q4 | $3.29M | Sell |
60,568
-39,129
| -39% | -$2.12M | 0.81% | 35 |
|
|
2023
Q3 | $4.7M | Buy |
+99,697
| New | +$4.7M | 1.28% | 18 |
|