Focus Partners Wealth’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 | $4M | Buy |
70,733
+42,538
| +151% | +$2.41M | 0.01% | 739 |
|
|
2025
Q1 | $1.62M | Buy |
28,195
+1,889
| +7% | +$109K | ﹤0.01% | 906 |
|
|
2024
Q4 | $1.51M | Buy |
26,306
+9,441
| +56% | +$541K | ﹤0.01% | 920 |
|
|
2024
Q3 | $1.04M | Sell |
16,865
-30,125
| -64% | -$1.85M | ﹤0.01% | 925 |
|
|
2024
Q2 | $2.58M | Buy |
46,990
+24,685
| +111% | +$1.35M | 0.01% | 613 |
|
|
2024
Q1 | $1.2M | Buy |
22,305
+8,968
| +67% | +$482K | 0.01% | 576 |
|
|
2023
Q4 | $724K | Buy |
+13,337
| New | +$724K | 0.01% | 510 |
|