Clark Capital Management Group’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
2024
Q2
Sell
-74,489
Closed -$4.01M 429
2024
Q1
$4.01M Buy
74,489
+3,480
+5% +$187K 0.03% 198
2023
Q4
$3.86M Buy
71,009
+35,723
+101% +$1.94M 0.03% 186
2023
Q3
$1.66M Buy
35,286
+1,274
+4% +$60.1K 0.02% 226
2023
Q2
$1.75M Buy
+34,012
New +$1.75M 0.02% 225