EP Wealth Advisors’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 | $246K | Buy |
4,351
+71
| +2% | +$4.02K | ﹤0.01% | 1134 |
|
|
2025
Q1 | $247K | Sell |
4,280
-44
| -1% | -$2.54K | ﹤0.01% | 1020 |
|
|
2024
Q4 | $248K | Buy |
4,324
+903
| +26% | +$51.8K | ﹤0.01% | 956 |
|
|
2024
Q3 | $211K | Sell |
3,421
-1,106
| -24% | -$68.1K | ﹤0.01% | 1025 |
|
|
2024
Q2 | $242K | Sell |
4,527
-3,382
| -43% | -$181K | ﹤0.01% | 710 |
|
|
2024
Q1 | $426K | Sell |
7,909
-9,077
| -53% | -$488K | 0.01% | 551 |
|
|
2023
Q4 | $922K | Buy |
+16,986
| New | +$922K | 0.01% | 380 |
|