Freedom Investment Management’s iShares Core US REIT ETF USRT Stock Holding History

Freedom Investment Management’s Portfolio USRT Stock Details USRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.15M	Sell	20,333 -602	-3%	-$34.1K	0.09%	212
2025 Q1	$1.21M	Sell	20,935 -4,431	-17%	-$255K	0.1%	183
2024 Q4	$1.45M	Sell	25,366 -1,073	-4%	-$61.5K	0.12%	152
2024 Q3	$1.63M	Sell	26,439 -1,732	-6%	-$107K	0.13%	145
2024 Q2	$1.51M	Buy	28,171 +421	+2%	+$22.5K	0.12%	156
2024 Q1	$1.49M	Sell	27,750 -2,077	-7%	-$112K	0.12%	160
2023 Q4	$1.62M	Sell	29,827 -5,826	-16%	-$316K	0.13%	143
2023 Q3	$1.68M	Sell	35,653 -1,922	-5%	-$90.7K	0.21%	111
2023 Q2	$1.93M	Sell	37,575 -2,835	-7%	-$146K	0.22%	99
2023 Q1	$2.04M	Buy	40,410 +5,234	+15%	+$264K	0.23%	104
2022 Q4	$1.74M	Sell	35,176 -2,120	-6%	-$105K	0.2%	132
2022 Q3	$1.77M	Sell	37,296 -2,771	-7%	-$132K	0.2%	119
2022 Q2	$2.14M	Sell	40,067 -5,592	-12%	-$299K	0.23%	105
2022 Q1	$2.95M	Sell	45,659 -4,602	-9%	-$298K	0.26%	88
2021 Q4	$3.4M	Buy	50,261 +884	+2%	+$59.7K	0.25%	94
2021 Q3	$2.9M	Sell	49,377 -734	-1%	-$43.1K	0.22%	102
2021 Q2	$2.92M	Buy	50,111 +3,521	+8%	+$205K	0.22%	107
2021 Q1	$2.44M	Buy	46,590 +841	+2%	+$44.1K	0.19%	121
2020 Q4	$2.22M	Sell	45,749 -22,696	-33%	-$1.1M	0.24%	93
2020 Q3	$2.99M	Sell	68,445 -21,539	-24%	-$942K	0.33%	66
2020 Q2	$3.91M	Sell	89,984 -18,985	-17%	-$825K	0.43%	51
2020 Q1	$6.11M	Buy	108,969 +9,365	+9%	+$525K	0.54%	32
2019 Q4	$5.44M	Sell	99,604 -8,779	-8%	-$479K	0.48%	42
2019 Q3	$6.02M	Sell	108,383 -602	-0.6%	-$33.4K	0.52%	31
2019 Q2	$5.67M	Sell	108,985 -8,877	-8%	-$462K	0.47%	38
2019 Q1	$6.1M	Sell	117,862 -13,508	-10%	-$699K	0.49%	36
2018 Q4	$5.89M	Sell	131,370 -21,925	-14%	-$983K	0.46%	29
2018 Q3	$7.73M	Sell	153,295 -896	-0.6%	-$45.2K	0.48%	24
2018 Q2	$7.58M	Buy	154,191 +8,454	+6%	+$415K	0.46%	26
2018 Q1	$6.57M	Buy	+145,737	New	+$6.57M	0.34%	35