HBW Advisory Services’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 | $1.08M | Buy |
19,174
+164
| +0.9% | +$9.28K | 0.13% | 163 |
|
|
2025
Q1 | $1.1M | Sell |
19,010
-8
| -0% | -$461 | 0.16% | 137 |
|
|
2024
Q4 | $1.09M | Buy |
19,018
+457
| +2% | +$26.2K | 0.11% | 132 |
|
|
2024
Q3 | $1.14M | Sell |
18,561
-205
| -1% | -$12.6K | 0.17% | 128 |
|
|
2024
Q2 | $1.01M | Buy |
18,766
+1,756
| +10% | +$94.1K | 0.17% | 137 |
|
|
2024
Q1 | $923K | Hold |
17,010
| – | – | 0.17% | 133 |
|
|
2023
Q4 | $923K | Sell |
17,010
-323
| -2% | -$17.5K | 0.17% | 133 |
|
|
2023
Q3 | $818K | Buy |
17,333
+415
| +2% | +$19.6K | 0.17% | 136 |
|
|
2023
Q2 | $870K | Buy |
16,918
+482
| +3% | +$24.8K | 0.19% | 124 |
|
|
2023
Q1 | $828K | Buy |
16,436
+176
| +1% | +$8.87K | 0.21% | 126 |
|
|
2022
Q4 | $804K | Buy |
16,260
+729
| +5% | +$36K | 0.21% | 119 |
|
|
2022
Q3 | $738K | Sell |
15,531
-486
| -3% | -$23.1K | 0.21% | 127 |
|
|
2022
Q2 | $855K | Buy |
16,017
+480
| +3% | +$25.6K | 0.22% | 115 |
|
|
2022
Q1 | $1M | Sell |
15,537
-284
| -2% | -$18.4K | 0.35% | 83 |
|
|
2021
Q4 | $1.07M | Buy |
15,821
+97
| +0.6% | +$6.55K | 0.25% | 99 |
|
|
2021
Q3 | $922K | Buy |
15,724
+300
| +2% | +$17.6K | 0.24% | 104 |
|
|
2021
Q2 | $900K | Buy |
15,424
+10
| +0.1% | +$584 | 0.24% | 107 |
|
|
2021
Q1 | $808K | Buy |
15,414
+927
| +6% | +$48.6K | 0.22% | 109 |
|
|
2020
Q4 | $701K | Sell |
14,487
-409
| -3% | -$19.8K | 0.21% | 107 |
|
|
2020
Q3 | $652K | Buy |
14,896
+320
| +2% | +$14K | 0.27% | 91 |
|
|
2020
Q2 | $634K | Sell |
14,576
-4,026
| -22% | -$175K | 0.29% | 87 |
|
|
2020
Q1 | $768K | Sell |
18,602
-11,209
| -38% | -$463K | 0.56% | 58 |
|
|
2019
Q4 | $1.61M | Buy |
29,811
+7,037
| +31% | +$380K | 0.94% | 41 |
|
|
2019
Q3 | $1.26M | Buy |
+22,774
| New | +$1.26M | 1.21% | 36 |
|