Gerber Kawasaki Wealth & Investment Management’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 | $232K | Buy |
+4,095
| New | +$232K | 0.01% | 285 |
|
|
2024
Q1 | – | Sell |
-3,776
| Closed | -$205K | – | 299 |
|
|
2023
Q4 | $205K | Sell |
3,776
-5,894
| -61% | -$320K | 0.01% | 246 |
|
|
2023
Q3 | $456K | Buy |
9,670
+1,509
| +18% | +$71.2K | 0.03% | 164 |
|
|
2023
Q2 | $420K | Buy |
8,161
+250
| +3% | +$12.9K | 0.03% | 169 |
|
|
2023
Q1 | $399K | Sell |
7,911
-1,330
| -14% | -$67K | 0.03% | 177 |
|
|
2022
Q4 | $457K | Buy |
9,241
+4,096
| +80% | +$203K | 0.04% | 169 |
|
|
2022
Q3 | $244K | Sell |
5,145
-2,488
| -33% | -$118K | 0.02% | 197 |
|
|
2022
Q2 | $472K | Buy |
7,633
+1,323
| +21% | +$81.8K | 0.04% | 159 |
|
|
2022
Q1 | $407K | Buy |
6,310
+2,555
| +68% | +$165K | 0.03% | 174 |
|
|
2021
Q4 | $253K | Buy |
3,755
+3,752
| +125,067% | +$253K | 0.02% | 228 |
|
|
2021
Q3 | $3K | Buy |
+3
| New | +$3K | ﹤0.01% | 847 |
|