Fiducient 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 | $22.8M | Sell |
403,909
-9,601
| -2% | -$543K | 2.8% | 9 |
|
|
2025
Q1 | $23.8M | Buy |
413,510
+44,857
| +12% | +$2.58M | 2.98% | 8 |
|
|
2024
Q4 | $21.1M | Buy |
368,653
+95,863
| +35% | +$5.49M | 2.61% | 10 |
|
|
2024
Q3 | $16.8M | Buy |
272,790
+36,377
| +15% | +$2.24M | 1.94% | 13 |
|
|
2024
Q2 | $12.7M | Buy |
236,413
+58,240
| +33% | +$3.12M | 1.75% | 15 |
|
|
2024
Q1 | $9.59M | Sell |
178,173
-627,495
| -78% | -$33.8M | 1.9% | 13 |
|
|
2023
Q4 | $43.7M | Buy |
805,668
+161,645
| +25% | +$8.78M | 8.2% | 4 |
|
|
2023
Q3 | $30.4M | Sell |
644,023
-76,106
| -11% | -$3.59M | 1.71% | 11 |
|
|
2023
Q2 | $37M | Buy |
720,129
+18,666
| +3% | +$960K | 11.33% | 4 |
|
|
2023
Q1 | $35.4M | Buy |
701,463
+3,537
| +0.5% | +$178K | 11.46% | 4 |
|
|
2022
Q4 | $34.5M | Buy |
697,926
+631,678
| +954% | +$31.2M | 10.16% | 4 |
|
|
2022
Q3 | $3.15M | Sell |
66,248
-44,305
| -40% | -$2.1M | 1.49% | 11 |
|
|
2022
Q2 | $5.9M | Sell |
110,553
-9,495
| -8% | -$507K | 2.22% | 10 |
|
|
2022
Q1 | $7.76M | Sell |
120,048
-737,868
| -86% | -$47.7M | 2.93% | 10 |
|
|
2021
Q4 | $58M | Buy |
857,916
+66,579
| +8% | +$4.5M | 17.59% | 1 |
|
|
2021
Q3 | $46.4M | Sell |
791,337
-399
| -0.1% | -$23.4K | 14.04% | 2 |
|
|
2021
Q2 | $46.2M | Sell |
791,736
-37,932
| -5% | -$2.21M | 14.32% | 2 |
|
|
2021
Q1 | $43.5M | Sell |
829,668
-181,208
| -18% | -$9.5M | 14.07% | 2 |
|
|
2020
Q4 | $48.9M | Buy |
1,010,876
+234,962
| +30% | +$11.4M | 18.19% | 1 |
|
|
2020
Q3 | $33.9M | Buy |
775,914
+90,663
| +13% | +$3.97M | 19.1% | 3 |
|
|
2020
Q2 | $29.8M | Sell |
685,251
-154,794
| -18% | -$6.73M | 18.03% | 3 |
|
|
2020
Q1 | $32.9M | Buy |
840,045
+170,189
| +25% | +$6.67M | 19.43% | 2 |
|
|
2019
Q4 | $36.6M | Buy |
669,856
+7,719
| +1% | +$421K | 19.95% | 2 |
|
|
2019
Q3 | $36.8M | Buy |
662,137
+85,223
| +15% | +$4.73M | 20.94% | 2 |
|
|
2019
Q2 | $30M | Sell |
576,914
-90,656
| -14% | -$4.72M | 17.97% | 3 |
|
|
2019
Q1 | $34.5M | Buy |
667,570
+415,327
| +165% | +$21.5M | 17.04% | 2 |
|
|
2018
Q4 | $11.3M | Sell |
252,243
-9,904
| -4% | -$444K | 6.49% | 6 |
|
|
2018
Q3 | $12.7M | Sell |
262,147
-1,585
| -0.6% | -$76.7K | 6.32% | 7 |
|
|
2018
Q2 | $13M | Buy |
263,732
+8,769
| +3% | +$431K | 6.57% | 7 |
|
|
2018
Q1 | $11.5M | Buy |
+254,963
| New | +$11.5M | 5.88% | 7 |
|