Brown Financial Advisory’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
Q3 | $251K | Sell |
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|
2025
Q2 | $387K | Sell |
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|
2025
Q1 | $445K | Sell |
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|
2024
Q4 | $508K | Sell |
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|
2024
Q3 | $571K | Sell |
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|
2024
Q2 | $576K | Sell |
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|
2024
Q1 | $1.41M | Sell |
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|
2023
Q4 | $1.43M | Sell |
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|
2023
Q3 | $1.25M | Hold |
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|
2023
Q2 | $1.36M | Sell |
|
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|
2023
Q1 | $1.82M | Sell |
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|
2022
Q4 | $1.99M | Sell |
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|
2022
Q3 | $2.08M | Buy |
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|
2022
Q2 | $2.21M | Sell |
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|
2022
Q1 | $2.73M | Sell |
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|
2021
Q4 | $2.93M | Sell |
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|
2021
Q3 | $2.59M | Buy |
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|
2021
Q2 | $2.57M | Sell |
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|
2021
Q1 | $2.42M | Sell |
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|
2020
Q4 | $2.32M | Buy |
|