Creative Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $10.5M | Buy |
176,791
+50,817
| +40% | +$3.05M | 0.01% | 672 |
|
|
2025
Q4 | $7.18M | Buy |
125,974
+1,806
| +1% | +$105K | 0.01% | 770 |
|
|
2025
Q3 | $7.29M | Sell |
124,168
-5,383
| -4% | -$309K | 0.01% | 700 |
|
|
2025
Q2 | $7.33M | Sell |
129,551
-14,905
| -10% | -$835K | 0.01% | 624 |
|
|
2025
Q1 | $8.32M | Buy |
144,456
+53,974
| +60% | +$3.13M | 0.01% | 547 |
|
|
2024
Q4 | $5.19M | Sell |
90,482
-2,523
| -3% | -$152K | 0.01% | 649 |
|
|
2024
Q3 | $5.73M | Sell |
93,005
-5,064
| -5% | -$296K | 0.01% | 596 |
|
|
2024
Q2 | $5.25M | Sell |
98,069
-35
| -0% | -$1.82K | 0.01% | 601 |
|
|
2024
Q1 | $5.28M | Sell |
98,104
-4,844
| -5% | -$257K | 0.01% | 584 |
|
|
2023
Q4 | $5.59M | Sell |
102,948
-3,104
| -3% | -$152K | 0.01% | 536 |
|
|
2023
Q3 | $5M | Sell |
106,052
-3,198
| -3% | -$164K | 0.01% | 535 |
|
|
2023
Q2 | $5.62M | Sell |
109,250
-5,911
| -5% | -$296K | 0.01% | 493 |
|
|
2023
Q1 | $5.8M | Sell |
115,161
-3,275
| -3% | -$170K | 0.01% | 465 |
|
|
2022
Q4 | $5.86M | Buy |
118,436
+33
| +0% | +$1.64K | 0.01% | 446 |
|
|
2022
Q3 | $5.62M | Sell |
118,403
-1,537
| -1% | -$84.6K | 0.01% | 414 |
|
|
2022
Q2 | $6.41M | Sell |
119,940
-5,140
| -4% | -$302K | 0.01% | 403 |
|
|
2022
Q1 | $8.09M | Sell |
125,080
-13,065
| -9% | -$821K | 0.01% | 353 |
|
|
2021
Q4 | $9.34M | Buy |
138,145
+4,242
| +3% | +$270K | 0.02% | 300 |
|
|
2021
Q3 | $7.85M | Sell |
133,903
-1,395
| -1% | -$84.8K | 0.01% | 310 |
|
|
2021
Q2 | $7.89M | Sell |
135,298
-5,454
| -4% | -$310K | 0.01% | 305 |
|
|
2021
Q1 | $7.38M | Sell |
140,752
-4,294
| -3% | -$216K | 0.01% | 327 |
|
|
2020
Q4 | $7.02M | Buy |
145,046
+354
| +0.2% | +$16.5K | 0.02% | 316 |
|
|
2020
Q3 | $6.33M | Sell |
144,692
-3,928
| -3% | -$175K | 0.02% | 280 |
|
|
2020
Q2 | $6.46M | Sell |
148,620
-8,414
| -5% | -$353K | 0.02% | 253 |
|
|
2020
Q1 | $6.15M | Sell |
157,034
-21,428
| -12% | -$1.09M | 0.02% | 225 |
|
|
2019
Q4 | $9.74M | Buy |
178,462
+12,017
| +7% | +$662K | 0.03% | 191 |
|
|
2019
Q3 | $9.25M | Buy |
166,445
+44,473
| +36% | +$2.39M | 0.03% | 190 |
|
|
2019
Q2 | $6.34M | Buy |
121,972
+92,220
| +310% | +$4.8M | 0.02% | 246 |
|
|
2019
Q1 | $1.54M | Buy |
+29,752
| New | +$1.47M | 0.01% | 559 |
|
|
2017
Q3 | – | Sell |
-530
| Closed | -$26K | – | 3629 |
|
|
2017
Q2 | $26K | Sell |
530
-170
| -24% | -$8.38K | ﹤0.01% | 3000 |
|
|
2017
Q1 | $34K | Buy |
700
+200
| +40% | +$9.84K | ﹤0.01% | 2753 |
|
|
2016
Q4 | $24K | Hold |
500
| – | – | ﹤0.01% | 2965 |
|
|
2016
Q3 | $25K | Buy |
+500
| New | +$25.9K | ﹤0.01% | 2906 |
|
|
2015
Q2 | – | Sell |
-669
| Closed | -$32K | – | 2938 |
|
|
2015
Q1 | $32K | Buy |
+669
| New | +$32.8K | ﹤0.01% | 2338 |
|
Other funds holding USRT
GT
RIM
TCOT
SC
DCM