Heck Capital Advisors’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 | $992K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $937 | Hold |
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|
2024
Q1 | $942 | Hold |
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|
2023
Q4 | $950 | Sell |
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|
2023
Q3 | $1.99M | Sell |
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|
2023
Q2 | $2.99M | Sell |
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|
2023
Q1 | $3.01M | Sell |
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|
2022
Q4 | $3.03M | Sell |
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|
2022
Q3 | $3.03M | Sell |
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|
2022
Q2 | $3.54M | Sell |
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|
2022
Q1 | $4.65M | Buy |
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|
2021
Q4 | $3.81M | Sell |
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|
2021
Q3 | $3.58M | Buy |
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|
2021
Q2 | $3.49M | Sell |
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|
2021
Q1 | $3.18M | Sell |
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|
2020
Q4 | $2.96M | Sell |
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|
2020
Q3 | $2.69M | Sell |
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|
2020
Q2 | $3.67M | Sell |
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|
2020
Q1 | $3.39M | Buy |
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