Fonville 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
Q2 | $329K | Buy |
5,815
+1,279
| +28% | +$72.3K | 0.08% | 98 |
|
|
2025
Q1 | $255K | Hold |
4,536
| – | – | 0.08% | 106 |
|
|
2024
Q4 | $260K | Sell |
4,536
-33
| -0.7% | -$1.89K | 0.09% | 98 |
|
|
2024
Q3 | $281K | Sell |
4,569
-237
| -5% | -$14.6K | 0.1% | 96 |
|
|
2024
Q2 | $257K | Buy |
4,806
+95
| +2% | +$5.09K | 0.1% | 85 |
|
|
2024
Q1 | $253K | Buy |
4,711
+287
| +6% | +$15.4K | 0.11% | 82 |
|
|
2023
Q4 | $240K | Buy |
+4,424
| New | +$240K | 0.13% | 77 |
|