Congress Wealth 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
Q2 | $4.06M | Sell |
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|
2025
Q1 | $4.55M | Sell |
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|
2024
Q4 | $4.53M | Buy |
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|
2024
Q3 | $4.68M | Sell |
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|
2024
Q2 | $4.42M | Sell |
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|
2024
Q1 | $4.71M | Sell |
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|
2023
Q4 | $4.92M | Sell |
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|
2023
Q3 | $4.96M | Sell |
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|
2023
Q2 | $5.59M | Sell |
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|
2023
Q1 | $5.65M | Sell |
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|
2022
Q4 | $5.82M | Sell |
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|
2022
Q3 | $7.11M | Sell |
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|
2022
Q2 | $8.22M | Sell |
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|
2022
Q1 | $10.2M | Sell |
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|
2021
Q4 | $11M | Buy |
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