Bristlecone Advisors’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 | $283K | Hold |
5,000
| – | – | 0.02% | 191 |
|
2025
Q1 | $288K | Hold |
5,000
| – | – | 0.02% | 239 |
|
2024
Q4 | $287K | Hold |
5,000
| – | – | 0.02% | 245 |
|
2024
Q3 | $308K | Hold |
5,000
| – | – | 0.02% | 238 |
|
2024
Q2 | $268K | Hold |
5,000
| – | – | 0.02% | 244 |
|
2024
Q1 | $269K | Buy |
+5,000
| New | +$269K | 0.02% | 244 |
|