Coldstream Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $487K | Hold |
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|
2025
Q2 | $469K | Sell |
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|
2025
Q1 | $710K | Hold |
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|
2024
Q4 | $706K | Hold |
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|
2024
Q3 | $759K | Sell |
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|
2024
Q2 | $715K | Hold |
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|
2024
Q1 | $719K | Hold |
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|
2023
Q4 | $725K | Hold |
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|
2023
Q3 | $630K | Sell |
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|
2023
Q2 | $698K | Sell |
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|
2023
Q1 | $4.35M | Sell |
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|
2022
Q4 | $7.43M | Buy |
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|
2022
Q2 | $8.77M | Sell |
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|
2022
Q1 | $11.3M | Sell |
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|
2021
Q4 | $12.1M | Buy |
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