Cetera Investment Advisers’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 | $8.35M | Buy |
147,716
+12,625
| +9% | +$714K | 0.01% | 916 |
|
|
2025
Q1 | $7.78M | Sell |
135,091
-33,437
| -20% | -$1.93M | 0.02% | 889 |
|
|
2024
Q4 | $9.66M | Buy |
168,528
+26,362
| +19% | +$1.51M | 0.02% | 718 |
|
|
2024
Q3 | $8.75M | Buy |
142,166
+45,308
| +47% | +$2.79M | 0.02% | 757 |
|
|
2024
Q2 | $5.19M | Buy |
96,858
+41,637
| +75% | +$2.23M | 0.01% | 976 |
|
|
2024
Q1 | $2.97M | Buy |
55,221
+50,216
| +1,003% | +$2.7M | 0.01% | 1289 |
|
|
2023
Q4 | $272K | Buy |
5,005
+260
| +5% | +$14.1K | ﹤0.01% | 1841 |
|
|
2023
Q3 | $224K | Sell |
4,745
-81
| -2% | -$3.82K | ﹤0.01% | 1910 |
|
|
2023
Q2 | $248K | Buy |
4,826
+708
| +17% | +$36.4K | ﹤0.01% | 1862 |
|
|
2023
Q1 | $208K | Sell |
4,118
-2,451
| -37% | -$124K | ﹤0.01% | 1932 |
|
|
2022
Q4 | $325K | Buy |
+6,569
| New | +$325K | ﹤0.01% | 1615 |
|
|
2022
Q2 | – | Sell |
-3,140
| Closed | -$203K | – | 1939 |
|
|
2022
Q1 | $203K | Buy |
3,140
+34
| +1% | +$2.2K | ﹤0.01% | 1708 |
|
|
2021
Q4 | $210K | Buy |
+3,106
| New | +$210K | ﹤0.01% | 1711 |
|
|
2021
Q3 | – | Sell |
-4,868
| Closed | -$284K | – | 1862 |
|
|
2021
Q2 | $284K | Sell |
4,868
-279
| -5% | -$16.3K | ﹤0.01% | 1452 |
|
|
2021
Q1 | $270K | Sell |
5,147
-74
| -1% | -$3.88K | 0.01% | 1306 |
|
|
2020
Q4 | $253K | Buy |
+5,221
| New | +$253K | 0.01% | 1338 |
|