FPAS
Focus Partners Advisor Solutions’s iShares Core US REIT ETF USRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.31M | Buy |
23,243
+8,603
| +59% | +$487K | 0.02% | 373 |
|
|
2025
Q1 | $843K | Buy |
14,640
+7,680
| +110% | +$442K | 0.01% | 427 |
|
|
2024
Q4 | $399K | Buy |
6,960
+1,418
| +26% | +$81.3K | 0.01% | 526 |
|
|
2024
Q3 | $341K | Buy |
5,542
+805
| +17% | +$49.6K | 0.01% | 529 |
|
|
2024
Q2 | $254K | Sell |
4,737
-14
| -0.3% | -$750 | 0.01% | 533 |
|
|
2024
Q1 | $256K | Buy |
+4,751
| New | +$256K | 0.01% | 511 |
|
|
2023
Q4 | – | Sell |
-4,643
| Closed | -$219K | – | 470 |
|
|
2023
Q3 | $219K | Buy |
+4,643
| New | +$219K | 0.01% | 408 |
|