Global Retirement Partners’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 | $120K | Sell |
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|
2025
Q2 | $127K | Buy |
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|
2024
Q4 | $110K | Buy |
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|
2024
Q3 | $118K | Buy |
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|
2024
Q2 | $100K | Sell |
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|
2024
Q1 | $102K | Sell |
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|
2023
Q4 | $102K | Buy |
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|
2023
Q3 | $73.8K | Hold |
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|
2023
Q2 | $82.4K | Sell |
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|
2023
Q1 | $171K | Buy |
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|
2022
Q4 | $256 | Hold |
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|
2022
Q3 | $0 | Hold |
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|
2022
Q2 | $0 | Hold |
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|
2022
Q1 | $0 | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $2K | Buy |
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