Biltmore Wealth Management’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
Q2 | $11.2M | Buy |
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|
2025
Q1 | $11.3M | Buy |
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|
2024
Q4 | $11.2M | Buy |
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|
2024
Q3 | $11.9M | Buy |
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|
2024
Q2 | $8.32M | Buy |
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|
2024
Q1 | $5.37M | Hold |
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|
2023
Q4 | $5.37M | Sell |
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|
2023
Q3 | $8.83M | Buy |
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|
2023
Q2 | $8.99M | Buy |
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|
2023
Q1 | $8.65M | Buy |
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|
2022
Q4 | $8.07M | Buy |
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|
2022
Q3 | $7.37M | Sell |
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|
2022
Q2 | $8.29M | Sell |
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|
2022
Q1 | $10.2M | Sell |
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|
2021
Q4 | $10.7M | Sell |
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|
2021
Q3 | $9.47M | Sell |
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|
2021
Q2 | $9.86M | Buy |
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|
2021
Q1 | $8.84M | Buy |
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|
2020
Q4 | $5.78M | Buy |
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|
2020
Q3 | $5.09M | Buy |
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|
2020
Q2 | $4.53M | Buy |
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|
2020
Q1 | $3.02M | Hold |
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|
2019
Q4 | $3.02M | Buy |
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