Fi3 Financial 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 | $342K | Sell |
6,043
-4,858
| -45% | -$275K | 0.12% | 83 |
|
|
2025
Q1 | $628K | Sell |
10,901
-4,365
| -29% | -$251K | 0.25% | 41 |
|
|
2024
Q4 | $875K | Buy |
15,266
+44
| +0.3% | +$2.52K | 0.33% | 34 |
|
|
2024
Q3 | $937K | Sell |
15,222
-1,251
| -8% | -$77K | 0.37% | 30 |
|
|
2024
Q2 | $882K | Sell |
16,473
-1,441
| -8% | -$77.2K | 0.39% | 26 |
|
|
2024
Q1 | $915K | Sell |
17,914
-9,778
| -35% | -$499K | 0.42% | 26 |
|
|
2023
Q4 | $1.5M | Sell |
27,692
-2,945
| -10% | -$160K | 0.72% | 18 |
|
|
2023
Q3 | $1.45M | Sell |
30,637
-7,025
| -19% | -$331K | 0.78% | 18 |
|
|
2023
Q2 | $1.94M | Sell |
37,662
-18,360
| -33% | -$944K | 1.01% | 15 |
|
|
2023
Q1 | $2.82M | Buy |
56,022
+1,443
| +3% | +$72.7K | 1.51% | 14 |
|
|
2022
Q4 | $2.7M | Buy |
54,579
+36,781
| +207% | +$1.82M | 1.54% | 14 |
|
|
2022
Q3 | $845K | Sell |
17,798
-10,130
| -36% | -$481K | 0.77% | 20 |
|
|
2022
Q2 | $1.49M | Buy |
27,928
+2,386
| +9% | +$127K | 1.23% | 16 |
|
|
2022
Q1 | $1.65M | Sell |
25,542
-121,823
| -83% | -$7.87M | 1.28% | 14 |
|
|
2021
Q4 | $9.96M | Buy |
147,365
+18,675
| +15% | +$1.26M | 6.52% | 6 |
|
|
2021
Q3 | $7.55M | Sell |
128,690
-2,941
| -2% | -$172K | 5.01% | 7 |
|
|
2021
Q2 | $8.03M | Buy |
131,631
+27,150
| +26% | +$1.66M | 5.5% | 7 |
|
|
2021
Q1 | $5.48M | Buy |
+104,481
| New | +$5.48M | 4.71% | 8 |
|