Helen Stephens Group’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 | $837K | Sell |
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|
2025
Q2 | $839K | Buy |
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|
2025
Q1 | $655K | Sell |
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|
2024
Q4 | $655K | Sell |
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|
2024
Q3 | $745K | Sell |
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|
2024
Q2 | $653K | Sell |
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|
2024
Q1 | $927K | Sell |
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|
2023
Q4 | $1.09M | Buy |
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|
2023
Q3 | $804K | Sell |
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|
2023
Q2 | $984K | Sell |
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|
2023
Q1 | $973K | Sell |
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|
2022
Q4 | $966K | Sell |
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|
2022
Q3 | $1.49M | Buy |
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|
2022
Q2 | $548K | Buy |
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|
2022
Q1 | $269K | Buy |
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|
2021
Q4 | $229K | Buy |
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