Foster & Motley’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
Q1 | – | Sell |
-4,285
| Closed | -$246K | – | 388 |
|
|
2024
Q4 | $246K | Sell |
4,285
-890
| -17% | -$51.1K | 0.02% | 348 |
|
|
2024
Q3 | $319K | Sell |
5,175
-575
| -10% | -$35.4K | 0.02% | 326 |
|
|
2024
Q2 | $308K | Sell |
5,750
-347
| -6% | -$18.6K | 0.02% | 318 |
|
|
2024
Q1 | $328K | Buy |
+6,097
| New | +$328K | 0.02% | 318 |
|
|
2023
Q3 | – | Sell |
-5,222
| Closed | -$268K | – | 391 |
|
|
2023
Q2 | $268K | Sell |
5,222
-73
| -1% | -$3.75K | 0.02% | 346 |
|
|
2023
Q1 | $267K | Buy |
5,295
+945
| +22% | +$47.7K | 0.02% | 343 |
|
|
2022
Q4 | $215K | Buy |
+4,350
| New | +$215K | 0.02% | 361 |
|