Blue Edge Capital’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
$2.05M Sell
36,170
-663
-2% -$37.5K 0.3% 60
2025
Q1
$2.12M Sell
36,833
-2,073
-5% -$119K 0.34% 55
2024
Q4
$2.23M Sell
38,906
-1,325
-3% -$75.9K 0.35% 57
2024
Q3
$2.48M Sell
40,231
-428
-1% -$26.4K 0.39% 56
2024
Q2
$2.18M Buy
40,659
+132
+0.3% +$7.07K 0.36% 61
2024
Q1
$2.18M Sell
40,527
-4,703
-10% -$253K 0.36% 63
2023
Q4
$2.46M Sell
45,230
-971
-2% -$52.7K 0.46% 57
2023
Q3
$2.18M Sell
46,201
-779
-2% -$36.8K 0.46% 56
2023
Q2
$2.42M Buy
46,980
+291
+0.6% +$15K 0.49% 54
2023
Q1
$2.35M Buy
46,689
+14,781
+46% +$745K 0.51% 55
2022
Q4
$1.58M Buy
+31,908
New +$1.58M 0.36% 60