GIA
Goodwin Investment Advisory’s iShares Core US REIT ETF USRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $268K | Hold |
4,742
| – | – | 0.31% | 20 |
|
|
2025
Q1 | $273K | Sell |
4,742
-21,202
| -82% | -$1.22M | 0.42% | 21 |
|
|
2024
Q4 | $1.49M | Sell |
25,944
-694
| -3% | -$39.8K | 0.78% | 18 |
|
|
2024
Q3 | $1.64M | Sell |
26,638
-613
| -2% | -$37.7K | 0.71% | 15 |
|
|
2024
Q2 | $1.46M | Buy |
27,251
+103
| +0.4% | +$5.52K | 0.67% | 16 |
|
|
2024
Q1 | $1.46M | Buy |
27,148
+2,309
| +9% | +$124K | 0.69% | 16 |
|
|
2023
Q4 | $1.35M | Buy |
24,839
+9,479
| +62% | +$515K | 0.7% | 16 |
|
|
2023
Q3 | $725K | Sell |
15,360
-351
| -2% | -$16.6K | 0.43% | 19 |
|
|
2023
Q2 | $808K | Sell |
15,711
-6,404
| -29% | -$329K | 0.47% | 16 |
|
|
2023
Q1 | $1.11M | Buy |
22,115
+18,630
| +535% | +$939K | 0.73% | 13 |
|
|
2022
Q4 | $172K | Buy |
+3,485
| New | +$172K | 0.12% | 48 |
|