Congress Asset 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 | – | Sell |
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|
2025
Q2 | $2.74M | Sell |
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|
2025
Q1 | $3.05M | Sell |
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|
2024
Q4 | $3.07M | Sell |
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|
2024
Q3 | $3.97M | Sell |
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|
2024
Q2 | $3.83M | Sell |
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|
2024
Q1 | $4.13M | Sell |
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|
2023
Q4 | $4.33M | Sell |
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|
2023
Q3 | $4.45M | Sell |
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|
2023
Q2 | $5.4M | Sell |
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|
2023
Q1 | $5.47M | Sell |
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|
2022
Q4 | $5.62M | Sell |
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|
2022
Q3 | $6.92M | Sell |
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|
2022
Q2 | $8.01M | Buy |
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|
2022
Q1 | $9.7M | Buy |
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|
2021
Q4 | $9.74M | Buy |
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