Garde Capital’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 | $479K | Hold |
8,472
| – | – | 0.03% | 142 |
|
|
2025
Q1 | $488K | Hold |
8,472
| – | – | 0.03% | 141 |
|
|
2024
Q4 | $486K | Hold |
8,472
| – | – | 0.03% | 143 |
|
|
2024
Q3 | $522K | Hold |
8,472
| – | – | 0.03% | 137 |
|
|
2024
Q2 | $454K | Sell |
8,472
-3,423
| -29% | -$183K | 0.03% | 140 |
|
|
2024
Q1 | $639K | Hold |
11,895
| – | – | 0.04% | 125 |
|
|
2023
Q4 | $646K | Sell |
11,895
-29,696
| -71% | -$1.61M | 0.05% | 121 |
|
|
2023
Q3 | $1.96M | Hold |
41,591
| – | – | 0.17% | 59 |
|
|
2023
Q2 | $2.14M | Sell |
41,591
-2,601
| -6% | -$134K | 0.18% | 60 |
|
|
2023
Q1 | $2.23M | Hold |
44,192
| – | – | 0.24% | 51 |
|
|
2022
Q4 | $2.19M | Buy |
44,192
+11,325
| +34% | +$560K | 0.26% | 49 |
|
|
2022
Q3 | $1.56M | Buy |
32,867
+25,128
| +325% | +$1.19M | 0.2% | 59 |
|
|
2022
Q2 | $413K | Hold |
7,739
| – | – | 0.05% | 129 |
|
|
2022
Q1 | $500K | Hold |
7,739
| – | – | 0.05% | 126 |
|
|
2021
Q4 | $523K | Hold |
7,739
| – | – | 0.05% | 128 |
|
|
2021
Q3 | $454K | Hold |
7,739
| – | – | 0.05% | 130 |
|
|
2021
Q2 | $451K | Hold |
7,739
| – | – | 0.05% | 130 |
|
|
2021
Q1 | $406K | Hold |
7,739
| – | – | 0.05% | 128 |
|
|
2020
Q4 | $374K | Hold |
7,739
| – | – | 0.05% | 133 |
|
|
2020
Q3 | $339K | Hold |
7,739
| – | – | 0.05% | 124 |
|
|
2020
Q2 | $336K | Buy |
+7,739
| New | +$336K | 0.05% | 112 |
|