CAPTRUST Financial Advisors’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 | $11.8M | Buy |
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|
2025
Q1 | $10.1M | Buy |
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|
2024
Q4 | $7.76M | Buy |
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|
2024
Q3 | $6.09M | Buy |
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|
2024
Q2 | $469K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $126K | Sell |
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|
2022
Q1 | $748K | Buy |
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|
2021
Q4 | $494K | Buy |
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|
2021
Q3 | $403K | Buy |
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|
2021
Q2 | $20K | Hold |
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|
2021
Q1 | $18K | Sell |
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|
2020
Q4 | $19K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $352K | Sell |
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|
2020
Q1 | $309K | Sell |
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|
2019
Q4 | $1.32M | Sell |
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|
2019
Q3 | $2M | Buy |
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|
2019
Q2 | $1.78M | Sell |
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|
2019
Q1 | $1.86M | Buy |
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|
2018
Q4 | $384K | Sell |
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|
2018
Q3 | $1.3M | Buy |
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