Cerity Partners’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 | $47.5M | Buy |
839,331
+506,314
| +152% | +$28.6M | 0.08% | 204 |
|
|
2025
Q1 | $19.2M | Sell |
333,017
-18,161
| -5% | -$1.05M | 0.04% | 337 |
|
|
2024
Q4 | $20.1M | Buy |
351,178
+95,304
| +37% | +$5.46M | 0.04% | 313 |
|
|
2024
Q3 | $15.8M | Buy |
255,874
+57,391
| +29% | +$3.53M | 0.03% | 370 |
|
|
2024
Q2 | $10.6M | Buy |
198,483
+28,446
| +17% | +$1.52M | 0.03% | 397 |
|
|
2024
Q1 | $9.05M | Sell |
170,037
-167,325
| -50% | -$8.91M | 0.02% | 485 |
|
|
2023
Q4 | $18.3M | Buy |
337,362
+123,013
| +57% | +$6.68M | 0.06% | 254 |
|
|
2023
Q3 | $10.1M | Buy |
214,349
+60,136
| +39% | +$2.84M | 0.05% | 291 |
|
|
2023
Q2 | $7.93M | Sell |
154,213
-149,967
| -49% | -$7.71M | 0.03% | 388 |
|
|
2023
Q1 | $15.3M | Buy |
304,180
+39,196
| +15% | +$1.98M | 0.04% | 287 |
|
|
2022
Q4 | $13.9M | Buy |
264,984
+102,387
| +63% | +$5.38M | 0.09% | 213 |
|
|
2022
Q3 | $7.72M | Buy |
162,597
+20,212
| +14% | +$960K | 0.09% | 190 |
|
|
2022
Q2 | $7.6M | Buy |
142,385
+107,665
| +310% | +$5.75M | 0.08% | 202 |
|
|
2022
Q1 | $2.25M | Buy |
+34,720
| New | +$2.25M | 0.03% | 311 |
|