Destiny Capital’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
$891K Buy
15,758
+2,701
+21% +$153K 0.54% 23
2025
Q1
$752K Buy
13,057
+1,772
+16% +$102K 0.51% 27
2024
Q4
$647K Buy
11,285
+825
+8% +$47.3K 0.39% 31
2024
Q3
$626K Buy
10,460
+3,415
+48% +$204K 0.39% 31
2024
Q2
$377K Buy
7,045
+1,489
+27% +$79.8K 0.26% 34
2024
Q1
$299K Buy
5,556
+1,114
+25% +$59.9K 0.21% 40
2023
Q4
$241K Buy
+4,442
New +$241K 0.17% 46