Center for Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-135
| Closed | -$7.69K | – | 726 |
|
|
2025
Q4 | $7.69K | Buy |
+135
| New | +$7.82K | ﹤0.01% | 523 |
|
|
2025
Q3 | – | Sell |
-1,214
| Closed | -$68.7K | – | 701 |
|
|
2025
Q2 | $68.7K | Hold |
1,214
| – | – | 0.01% | 261 |
|
|
2025
Q1 | $69.9K | Hold |
1,214
| – | – | 0.01% | 248 |
|
|
2024
Q4 | $69.6K | Hold |
1,214
| – | – | 0.01% | 233 |
|
|
2024
Q3 | $74.7K | Sell |
1,214
-425
| -26% | -$24.8K | 0.01% | 209 |
|
|
2024
Q2 | $87.8K | Sell |
1,639
-211
| -11% | -$10.9K | 0.01% | 190 |
|
|
2024
Q1 | $99.5K | Hold |
1,850
| – | – | 0.01% | 184 |
|
|
2023
Q4 | $100K | Hold |
1,850
| – | – | 0.02% | 171 |
|
|
2023
Q3 | $87.3K | Hold |
1,850
| – | – | 0.02% | 179 |
|
|
2023
Q2 | $95.1K | Hold |
1,850
| – | – | 0.02% | 175 |
|
|
2023
Q1 | $93.2K | Hold |
1,850
| – | – | 0.02% | 171 |
|
|
2022
Q4 | $91.5K | Hold |
1,850
| – | – | 0.02% | 169 |
|
|
2022
Q3 | $88K | Hold |
1,850
| – | – | 0.02% | 166 |
|
|
2022
Q2 | $99K | Hold |
1,850
| – | – | 0.03% | 164 |
|
|
2022
Q1 | $120K | Hold |
1,850
| – | – | 0.02% | 161 |
|
|
2021
Q4 | $125K | Hold |
1,850
| – | – | 0.03% | 157 |
|
|
2021
Q3 | $109K | Hold |
1,850
| – | – | 0.03% | 157 |
|
|
2021
Q2 | $108K | Hold |
1,850
| – | – | 0.03% | 160 |
|
|
2021
Q1 | $97K | Hold |
1,850
| – | – | 0.03% | 163 |
|
|
2020
Q4 | $90K | Hold |
1,850
| – | – | 0.03% | 155 |
|
|
2020
Q3 | $81K | Hold |
1,850
| – | – | 0.03% | 157 |
|
|
2020
Q2 | $80K | Buy |
+1,850
| New | +$77.6K | 0.03% | 154 |
|
|
2020
Q1 | – | Sell |
-2,000
| Closed | -$109K | – | 605 |
|
|
2019
Q4 | $109K | Buy |
+2,000
| New | +$110K | 0.03% | 137 |
|
Other funds holding USRT
GT
RIM
TCOT
SC
DCM