Financial Network Wealth Management’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
Q1 | $134K | Buy |
+2,328
| New | +$134K | 0.05% | 145 |
|
|
2023
Q4 | – | Sell |
-6,517
| Closed | -$301K | – | 116 |
|
|
2023
Q3 | $301K | Sell |
6,517
-459
| -7% | -$21.2K | 0.15% | 74 |
|
|
2023
Q2 | $367K | Buy |
6,976
+750
| +12% | +$39.5K | 0.17% | 66 |
|
|
2023
Q1 | $314K | Buy |
6,226
+796
| +15% | +$40.1K | 0.16% | 81 |
|
|
2022
Q4 | $268K | Sell |
5,430
-865
| -14% | -$42.8K | 0.15% | 84 |
|
|
2022
Q3 | $299K | Buy |
6,295
+2,090
| +50% | +$99.3K | 0.19% | 68 |
|
|
2022
Q2 | $225K | Sell |
4,205
-924
| -18% | -$49.4K | 0.13% | 82 |
|
|
2022
Q1 | $332K | Buy |
5,129
+1,308
| +34% | +$84.7K | 0.17% | 71 |
|
|
2021
Q4 | $258K | Buy |
+3,821
| New | +$258K | 0.13% | 96 |
|