HF Advisory Group’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 | $508K | Buy |
8,975
+112
| +1% | +$6.33K | 0.2% | 125 |
|
|
2025
Q1 | $511K | Sell |
8,863
-291
| -3% | -$16.8K | 0.22% | 124 |
|
|
2024
Q4 | $525K | Sell |
9,154
-316
| -3% | -$18.1K | 0.24% | 120 |
|
|
2024
Q3 | $583K | Sell |
9,470
-249
| -3% | -$15.3K | 0.27% | 121 |
|
|
2024
Q2 | $521K | Buy |
9,719
+548
| +6% | +$29.4K | 0.27% | 122 |
|
|
2024
Q1 | $493K | Buy |
9,171
+466
| +5% | +$25.1K | 0.28% | 112 |
|
|
2023
Q4 | $473K | Buy |
8,705
+366
| +4% | +$19.9K | 0.3% | 106 |
|
|
2023
Q3 | $393K | Sell |
8,339
-316
| -4% | -$14.9K | 0.29% | 110 |
|
|
2023
Q2 | $445K | Buy |
8,655
+222
| +3% | +$11.4K | 0.35% | 95 |
|
|
2023
Q1 | $425K | Buy |
8,433
+255
| +3% | +$12.9K | 0.38% | 85 |
|
|
2022
Q4 | $404K | Buy |
+8,178
| New | +$404K | 0.41% | 83 |
|