Betterment LLC’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
Q3 | $484K | Sell |
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|
2025
Q2 | $594K | Buy |
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|
2025
Q1 | $576K | Buy |
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|
2024
Q4 | $550K | Sell |
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|
2024
Q3 | $594K | Sell |
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|
2024
Q2 | $520K | Buy |
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|
2024
Q1 | $389K | Sell |
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|
2023
Q4 | $400K | Sell |
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|
2023
Q3 | $457K | Buy |
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|
2023
Q2 | $348K | Buy |
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|
2023
Q1 | $224K | Buy |
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|
2022
Q4 | $205K | Buy |
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