Better Money Decisions’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 | $2.45M | Buy |
43,255
+1,745
| +4% | +$98.7K | 1.49% | 15 |
|
|
2025
Q1 | $2.39M | Buy |
+41,510
| New | +$2.39M | 1.6% | 15 |
|
|
2022
Q3 | – | Sell |
-843
| Closed | -$45K | – | 415 |
|
|
2022
Q2 | $45K | Buy |
+843
| New | +$45K | 0.04% | 152 |
|
|
2021
Q4 | – | Sell |
-979
| Closed | -$57K | – | 543 |
|
|
2021
Q3 | $57K | Buy |
979
+4
| +0.4% | +$233 | 0.05% | 149 |
|
|
2021
Q2 | $57K | Buy |
975
+5
| +0.5% | +$292 | 0.05% | 141 |
|
|
2021
Q1 | $51K | Buy |
+970
| New | +$51K | 0.05% | 128 |
|