Financial & Tax Architects’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 | – | Sell |
-308,737
| Closed | -$17.8M | – | 112 |
|
|
2025
Q1 | $17.8M | Buy |
308,737
+4,026
| +1% | +$232K | 4.46% | 5 |
|
|
2024
Q4 | $17.5M | Buy |
304,711
+12,837
| +4% | +$736K | 4.45% | 4 |
|
|
2024
Q3 | $18M | Buy |
+291,874
| New | +$18M | 4.62% | 5 |
|
|
2024
Q2 | – | Sell |
-334,306
| Closed | -$18M | – | 92 |
|
|
2024
Q1 | $18M | Buy |
334,306
+559
| +0.2% | +$30.1K | 4.95% | 3 |
|
|
2023
Q4 | $18.1M | Sell |
333,747
-15,955
| -5% | -$866K | 5.36% | 2 |
|
|
2023
Q3 | $16.5M | Buy |
+349,702
| New | +$16.5M | 5.12% | 5 |
|
|
2022
Q2 | – | Sell |
-128,977
| Closed | -$8.34M | – | 95 |
|
|
2022
Q1 | $8.34M | Buy |
128,977
+32,995
| +34% | +$2.13M | 3.15% | 8 |
|
|
2021
Q4 | $6.49M | Buy |
95,982
+19,046
| +25% | +$1.29M | 2.65% | 9 |
|
|
2021
Q3 | $4.51M | Buy |
76,936
+14,022
| +22% | +$822K | 2.06% | 11 |
|
|
2021
Q2 | $3.67M | Buy |
62,914
+12,044
| +24% | +$703K | 1.8% | 11 |
|
|
2021
Q1 | $2.67M | Buy |
+50,870
| New | +$2.67M | 1.5% | 28 |
|