Biltmore Family Office’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 | $130K | Hold |
2,306
| – | – | 0.02% | 220 |
|
2025
Q1 | $133K | Hold |
2,306
| – | – | 0.02% | 212 |
|
2024
Q4 | $132K | Hold |
2,306
| – | – | 0.02% | 212 |
|
2024
Q3 | $142K | Hold |
2,306
| – | – | 0.02% | 214 |
|
2024
Q2 | $124K | Hold |
2,306
| – | – | 0.02% | 191 |
|
2024
Q1 | $124K | Hold |
2,306
| – | – | 0.02% | 188 |
|
2023
Q4 | $125K | Hold |
2,306
| – | – | 0.03% | 190 |
|
2023
Q3 | $110K | Hold |
2,306
| – | – | 0.03% | 187 |
|
2023
Q2 | $119K | Hold |
2,306
| – | – | 0.03% | 184 |
|
2023
Q1 | $116K | Hold |
2,306
| – | – | 0.02% | 225 |
|
2022
Q4 | $114K | Hold |
2,306
| – | – | 0.02% | 215 |
|
2022
Q3 | $110K | Hold |
2,306
| – | – | 0.03% | 172 |
|
2022
Q2 | $123K | Hold |
2,306
| – | – | 0.03% | 170 |
|
2022
Q1 | $149K | Hold |
2,306
| – | – | 0.03% | 178 |
|
2021
Q4 | $156K | Hold |
2,306
| – | – | 0.03% | 192 |
|
2021
Q3 | $135K | Hold |
2,306
| – | – | 0.03% | 174 |
|
2021
Q2 | $135K | Buy |
+2,306
| New | +$135K | 0.04% | 159 |
|