CIBC Private Wealth Group’s iShares Core US REIT ETF USRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $168K | Buy |
2,963
+207
| +8% | +$11.7K | ﹤0.01% | 1193 |
|
|
2025
Q1 | $139K | Buy |
2,756
+2
| +0.1% | +$101 | ﹤0.01% | 1216 |
|
|
2024
Q4 | $155K | Buy |
2,754
+457
| +20% | +$25.8K | ﹤0.01% | 1252 |
|
|
2024
Q3 | $141K | Sell |
2,297
-315
| -12% | -$19.4K | ﹤0.01% | 1350 |
|
|
2024
Q2 | $140K | Buy |
2,612
+1,951
| +295% | +$104K | ﹤0.01% | 1257 |
|
|
2024
Q1 | $35K | Buy |
+661
| New | +$35K | ﹤0.01% | 1815 |
|
|
2018
Q1 | – | Sell |
-108
| Closed | -$5K | – | 2076 |
|
|
2017
Q4 | $5K | Buy |
+108
| New | +$5K | ﹤0.01% | 1698 |
|