Horan Securities’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 | $220K | Buy |
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|
2025
Q1 | $207K | Buy |
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|
2024
Q4 | $205K | Sell |
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|
2024
Q3 | $237K | Buy |
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|
2024
Q2 | $204K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $236K | Sell |
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|
2023
Q3 | $231K | Sell |
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|
2023
Q2 | $267K | Sell |
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|
2023
Q1 | $318K | Sell |
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|
2022
Q4 | $317K | Buy |
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|
2022
Q3 | $172K | Sell |
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|
2022
Q2 | $248K | Sell |
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|
2022
Q1 | $302K | Sell |
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|
2021
Q4 | $323K | Buy |
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|
2021
Q2 | $347K | Sell |
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|
2021
Q1 | $371K | Sell |
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|
2020
Q4 | $10.5M | Buy |
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|
2020
Q3 | $9.15M | Buy |
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|
2020
Q2 | $8.45M | Buy |
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|
2020
Q1 | $5.39M | Buy |
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|
2019
Q4 | $7.27M | Buy |
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|
2019
Q3 | $7M | Buy |
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|
2019
Q2 | $6.42M | Buy |
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|
2019
Q1 | $615K | Buy |
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|
2018
Q4 | $5K | Hold |
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|
2018
Q3 | $5K | Hold |
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|
2018
Q2 | $5K | Hold |
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|
2018
Q1 | $4K | Hold |
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|
2017
Q4 | $5K | Hold |
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|
2017
Q3 | $5K | Hold |
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|
2017
Q2 | $5K | Hold |
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|
2017
Q1 | $5K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $5K | Buy |
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