Congress Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.06M | Sell |
71,839
-7,120
| -9% | -$403K | 0.04% | 426 |
|
|
2025
Q1 | $4.55M | Sell |
78,959
-83
| -0.1% | -$4.78K | 0.05% | 343 |
|
|
2024
Q4 | $4.53M | Buy |
79,042
+3,113
| +4% | +$178K | 0.06% | 296 |
|
|
2024
Q3 | $4.68M | Sell |
75,929
-6,514
| -8% | -$401K | 0.06% | 301 |
|
|
2024
Q2 | $4.42M | Sell |
82,443
-5,016
| -6% | -$269K | 0.07% | 261 |
|
|
2024
Q1 | $4.71M | Sell |
87,459
-3,164
| -3% | -$170K | 0.08% | 235 |
|
|
2023
Q4 | $4.92M | Sell |
90,623
-14,603
| -14% | -$793K | 0.09% | 226 |
|
|
2023
Q3 | $4.96M | Sell |
105,226
-3,549
| -3% | -$167K | 0.1% | 212 |
|
|
2023
Q2 | $5.59M | Sell |
108,775
-3,339
| -3% | -$172K | 0.13% | 175 |
|
|
2023
Q1 | $5.65M | Sell |
112,114
-5,519
| -5% | -$278K | 0.14% | 174 |
|
|
2022
Q4 | $5.82M | Sell |
117,633
-32,001
| -21% | -$1.58M | 0.15% | 175 |
|
|
2022
Q3 | $7.11M | Sell |
149,634
-4,338
| -3% | -$206K | 0.19% | 159 |
|
|
2022
Q2 | $8.22M | Sell |
153,972
-3,638
| -2% | -$194K | 0.21% | 146 |
|
|
2022
Q1 | $10.2M | Sell |
157,610
-5,345
| -3% | -$346K | 0.22% | 132 |
|
|
2021
Q4 | $11M | Buy |
+162,955
| New | +$11M | 0.22% | 132 |
|