Fi3 Financial Advisors’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 | $310K | Sell |
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|
2025
Q2 | $342K | Sell |
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|
2025
Q1 | $628K | Sell |
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|
2024
Q4 | $875K | Buy |
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|
2024
Q3 | $937K | Sell |
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|
2024
Q2 | $882K | Sell |
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|
2024
Q1 | $915K | Sell |
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|
2023
Q4 | $1.5M | Sell |
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|
2023
Q3 | $1.45M | Sell |
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|
2023
Q2 | $1.94M | Sell |
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|
2023
Q1 | $2.82M | Buy |
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|
2022
Q4 | $2.7M | Buy |
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|
2022
Q3 | $845K | Sell |
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|
2022
Q2 | $1.49M | Buy |
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|
2022
Q1 | $1.65M | Sell |
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|
2021
Q4 | $9.96M | Buy |
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|
2021
Q3 | $7.55M | Sell |
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|
2021
Q2 | $8.03M | Buy |
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|
2021
Q1 | $5.47M | Buy |
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