Betterment LLC’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 | $594K | Buy |
10,505
+506
| +5% | +$28.6K | ﹤0.01% | 331 |
|
|
2025
Q1 | $576K | Buy |
9,999
+394
| +4% | +$22.7K | ﹤0.01% | 319 |
|
|
2024
Q4 | $550K | Sell |
9,605
-42
| -0.4% | -$2.41K | ﹤0.01% | 311 |
|
|
2024
Q3 | $594K | Sell |
9,647
-64
| -0.7% | -$3.94K | ﹤0.01% | 294 |
|
|
2024
Q2 | $520K | Buy |
9,711
+2,479
| +34% | +$133K | ﹤0.01% | 281 |
|
|
2024
Q1 | $389K | Sell |
7,232
-136
| -2% | -$7.32K | ﹤0.01% | 284 |
|
|
2023
Q4 | $400K | Sell |
7,368
-2,327
| -24% | -$126K | ﹤0.01% | 247 |
|
|
2023
Q3 | $457K | Buy |
9,695
+2,927
| +43% | +$138K | ﹤0.01% | 222 |
|
|
2023
Q2 | $348K | Buy |
6,768
+2,317
| +52% | +$119K | ﹤0.01% | 232 |
|
|
2023
Q1 | $224K | Buy |
4,451
+298
| +7% | +$15K | ﹤0.01% | 254 |
|
|
2022
Q4 | $205K | Buy |
+4,153
| New | +$205K | ﹤0.01% | 249 |
|