Forvis Mazars Wealth Advisors’s iShares Core US REIT ETF USRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $399K | Sell |
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|
2025
Q2 | $400K | Sell |
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|
2025
Q1 | $595K | Sell |
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|
2024
Q4 | $1.09M | Sell |
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|
2024
Q3 | $2.61M | Sell |
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|
2024
Q2 | $9.2M | Sell |
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|
2024
Q1 | $14.6M | Sell |
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|
2023
Q4 | $14.7M | Sell |
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|
2023
Q3 | $13.4M | Sell |
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|
2023
Q2 | $15.1M | Buy |
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|
2023
Q1 | $14.5M | Buy |
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|
2022
Q4 | $12.1M | Buy |
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|
2022
Q3 | $7.94M | Buy |
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|
2022
Q2 | $8.22M | Buy |
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|
2022
Q1 | $5.75M | Buy |
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|
2021
Q4 | $300K | Buy |
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|
2021
Q3 | $249K | Buy |
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