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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $7.29M | Sell |
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2025
Q2 | $7.33M | Sell |
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2025
Q1 | $8.32M | Buy |
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|
2024
Q4 | $5.19M | Sell |
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|
2024
Q3 | $5.73M | Sell |
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|
2024
Q2 | $5.25M | Sell |
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|
2024
Q1 | $5.28M | Sell |
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|
2023
Q4 | $5.59M | Sell |
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|
2023
Q3 | $5M | Sell |
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|
2023
Q2 | $5.62M | Sell |
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|
2023
Q1 | $5.8M | Sell |
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|
2022
Q4 | $5.86M | Buy |
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|
2022
Q3 | $5.62M | Sell |
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|
2022
Q2 | $6.41M | Sell |
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|
2022
Q1 | $8.09M | Sell |
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|
2021
Q4 | $9.34M | Buy |
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|
2021
Q3 | $7.85M | Sell |
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|
2021
Q2 | $7.89M | Sell |
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|
2021
Q1 | $7.38M | Sell |
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|
2020
Q4 | $7.02M | Buy |
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|
2020
Q3 | $6.33M | Sell |
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|
2020
Q2 | $6.46M | Sell |
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|
2020
Q1 | $6.15M | Sell |
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|
2019
Q4 | $9.74M | Buy |
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|
2019
Q3 | $9.25M | Buy |
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|
2019
Q2 | $6.34M | Buy |
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|
2019
Q1 | $1.54M | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $26K | Sell |
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|
2017
Q1 | $34K | Buy |
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|
2016
Q4 | $24K | Hold |
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|
2016
Q3 | $25K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $32K | Buy |
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