CarsonAllaria Wealth Management’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 | $1.69M | Sell |
29,797
-1,538
| -5% | -$87K | 0.9% | 23 |
|
|
2025
Q1 | $1.8M | Sell |
31,335
-1,583
| -5% | -$91.2K | 1.05% | 23 |
|
|
2024
Q4 | $1.89M | Sell |
32,918
-236
| -0.7% | -$13.5K | 1.08% | 22 |
|
|
2024
Q3 | $2.04M | Sell |
33,154
-1,504
| -4% | -$92.6K | 1.17% | 22 |
|
|
2024
Q2 | $1.86M | Sell |
34,658
-640
| -2% | -$34.3K | 1.14% | 22 |
|
|
2024
Q1 | $1.9M | Sell |
35,298
-841
| -2% | -$45.2K | 1.19% | 22 |
|
|
2023
Q4 | $1.96M | Buy |
36,139
+310
| +0.9% | +$16.8K | 1.41% | 19 |
|
|
2023
Q3 | $1.69M | Buy |
35,829
+286
| +0.8% | +$13.5K | 1.37% | 18 |
|
|
2023
Q2 | $1.83M | Buy |
35,543
+458
| +1% | +$23.5K | 1.44% | 18 |
|
|
2023
Q1 | $1.77M | Sell |
35,085
-1,435
| -4% | -$72.3K | 1.49% | 18 |
|
|
2022
Q4 | $1.81M | Sell |
36,520
-145
| -0.4% | -$7.17K | 1.58% | 18 |
|
|
2022
Q3 | $1.74M | Sell |
36,665
-627
| -2% | -$29.8K | 1.62% | 18 |
|
|
2022
Q2 | $1.99M | Sell |
37,292
-1,379
| -4% | -$73.6K | 1.86% | 18 |
|
|
2022
Q1 | $2.5M | Sell |
38,671
-3,534
| -8% | -$228K | 2.24% | 15 |
|
|
2021
Q4 | $2.85M | Buy |
+42,205
| New | +$2.85M | 2.52% | 13 |
|