Goodwin Investment Advisory’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
Q2 | $268K | Hold |
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|
2025
Q1 | $273K | Sell |
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|
2024
Q4 | $1.49M | Sell |
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|
2024
Q3 | $1.64M | Sell |
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|
2024
Q2 | $1.46M | Buy |
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|
2024
Q1 | $1.46M | Buy |
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|
2023
Q4 | $1.35M | Buy |
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|
2023
Q3 | $725K | Sell |
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|
2023
Q2 | $808K | Sell |
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|
2023
Q1 | $1.11M | Buy |
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|
2022
Q4 | $172K | Buy |
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