Forvis Mazars Wealth Advisors’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 | $400K | Sell |
7,066
-3,260
| -32% | -$184K | 0.01% | 323 |
|
|
2025
Q1 | $595K | Sell |
10,326
-8,660
| -46% | -$499K | 0.01% | 259 |
|
|
2024
Q4 | $1.09M | Sell |
18,986
-23,350
| -55% | -$1.34M | 0.03% | 212 |
|
|
2024
Q3 | $2.61M | Sell |
42,336
-129,350
| -75% | -$7.96M | 0.06% | 149 |
|
|
2024
Q2 | $9.2M | Sell |
171,686
-99,136
| -37% | -$5.31M | 0.23% | 61 |
|
|
2024
Q1 | $14.6M | Sell |
270,822
-829
| -0.3% | -$44.6K | 0.37% | 44 |
|
|
2023
Q4 | $14.7M | Sell |
271,651
-13,337
| -5% | -$724K | 0.41% | 41 |
|
|
2023
Q3 | $13.4M | Sell |
284,988
-7,822
| -3% | -$369K | 0.41% | 42 |
|
|
2023
Q2 | $15.1M | Buy |
292,810
+5,664
| +2% | +$291K | 0.44% | 40 |
|
|
2023
Q1 | $14.5M | Buy |
287,146
+41,909
| +17% | +$2.11M | 0.47% | 38 |
|
|
2022
Q4 | $12.1M | Buy |
245,237
+78,164
| +47% | +$3.87M | 0.42% | 45 |
|
|
2022
Q3 | $7.94M | Buy |
167,073
+13,222
| +9% | +$628K | 0.32% | 52 |
|
|
2022
Q2 | $8.22M | Buy |
153,851
+64,967
| +73% | +$3.47M | 0.33% | 48 |
|
|
2022
Q1 | $5.75M | Buy |
88,884
+84,447
| +1,903% | +$5.46M | 0.24% | 49 |
|
|
2021
Q4 | $300K | Buy |
4,437
+195
| +5% | +$13.2K | 0.01% | 230 |
|
|
2021
Q3 | $249K | Buy |
+4,242
| New | +$249K | 0.01% | 242 |
|