Geneos Wealth Management’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 | $2.17K | Hold |
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|
2025
Q2 | $2.09K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $1.27K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $4.92K | Buy |
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|
2022
Q4 | $4.8K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $7K | Sell |
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|
2022
Q1 | $200K | Buy |
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|
2021
Q4 | $6K | Hold |
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|
2021
Q3 | $5K | Hold |
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|
2021
Q2 | $5K | Hold |
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|
2021
Q1 | $5K | Hold |
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|
2020
Q4 | $4K | Hold |
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|
2020
Q3 | $3K | Hold |
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|
2020
Q2 | $3K | Hold |
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|
2020
Q1 | $3K | Hold |
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|
2019
Q4 | $4K | Hold |
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|
2019
Q3 | $4K | Hold |
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|
2019
Q2 | $4K | Hold |
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|
2019
Q1 | $4K | Hold |
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|
2018
Q4 | $3K | Sell |
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|
2018
Q3 | $53K | Buy |
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|
2018
Q2 | $4K | Sell |
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|
2018
Q1 | $62K | Sell |
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|
2017
Q4 | $79K | Hold |
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|
2017
Q3 | $79K | Sell |
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|
2017
Q2 | $109K | Buy |
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|
2017
Q1 | $28K | Hold |
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|
2016
Q4 | $28K | Buy |
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|
2016
Q3 | $28K | Buy |
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|
2016
Q2 | $28K | Buy |
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|
2016
Q1 | $25K | Buy |
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