IFP Advisors’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 | $104K | Sell |
1,837
-1,702
| -48% | -$96.3K | ﹤0.01% | 1614 |
|
|
2025
Q1 | $204K | Buy |
3,539
+3,029
| +594% | +$174K | 0.01% | 1168 |
|
|
2024
Q4 | $29.2K | Buy |
+510
| New | +$29.2K | ﹤0.01% | 2078 |
|
|
2024
Q1 | – | Sell |
-326
| Closed | -$17.7K | – | 3248 |
|
|
2023
Q4 | $17.7K | Sell |
326
-598
| -65% | -$32.5K | ﹤0.01% | 1967 |
|
|
2023
Q3 | $43.6K | Buy |
924
+232
| +34% | +$10.9K | ﹤0.01% | 1617 |
|
|
2023
Q2 | $35.6K | Sell |
692
-1,530
| -69% | -$78.7K | ﹤0.01% | 1759 |
|
|
2023
Q1 | $106K | Sell |
2,222
-27,320
| -92% | -$1.31M | ﹤0.01% | 1229 |
|
|
2022
Q4 | $1.56M | Buy |
29,542
+1,120
| +4% | +$59.1K | 0.04% | 449 |
|
|
2022
Q3 | $1.5M | Buy |
28,422
+24,300
| +590% | +$1.28M | 0.04% | 496 |
|
|
2022
Q2 | $206K | Hold |
4,122
| – | – | 0.01% | 1271 |
|
|
2022
Q1 | $206K | Buy |
4,122
+3,610
| +705% | +$180K | 0.01% | 1271 |
|
|
2021
Q4 | $35K | Sell |
512
-11
| -2% | -$752 | ﹤0.01% | 1675 |
|
|
2021
Q3 | $31K | Buy |
523
+41
| +9% | +$2.43K | ﹤0.01% | 1742 |
|
|
2021
Q2 | $28K | Hold |
482
| – | – | ﹤0.01% | 1784 |
|
|
2021
Q1 | $25K | Sell |
482
-1,173
| -71% | -$60.8K | ﹤0.01% | 1755 |
|
|
2020
Q4 | $80K | Sell |
1,655
-1,622
| -49% | -$78.4K | ﹤0.01% | 1240 |
|
|
2020
Q3 | $143K | Buy |
3,277
+97
| +3% | +$4.23K | 0.01% | 833 |
|
|
2020
Q2 | $138K | Sell |
3,180
-1,180
| -27% | -$51.2K | 0.01% | 799 |
|
|
2020
Q1 | $170K | Sell |
4,360
-49,133
| -92% | -$1.92M | 0.02% | 623 |
|
|
2019
Q4 | $2.89M | Buy |
53,493
+18,376
| +52% | +$993K | 0.22% | 108 |
|
|
2019
Q3 | $1.95M | Buy |
+35,117
| New | +$1.95M | 0.13% | 174 |
|
|
2019
Q1 | $28K | Sell |
550
-26,929
| -98% | -$1.37M | ﹤0.01% | 1199 |
|
|
2018
Q4 | $1.23M | Sell |
27,479
-12,451
| -31% | -$557K | 0.07% | 295 |
|
|
2018
Q3 | $1.93M | Buy |
39,930
+8,216
| +26% | +$398K | 0.08% | 268 |
|
|
2018
Q2 | $1.56M | Buy |
31,714
+20,532
| +184% | +$1.01M | 0.07% | 303 |
|
|
2018
Q1 | $555K | Hold |
11,182
| – | – | 0.03% | 584 |
|
|
2017
Q4 | $555K | Buy |
11,182
+10,486
| +1,507% | +$520K | 0.03% | 582 |
|
|
2017
Q3 | $34K | Buy |
696
+2
| +0.3% | +$98 | ﹤0.01% | 2226 |
|
|
2017
Q2 | $34K | Buy |
694
+2
| +0.3% | +$98 | ﹤0.01% | 2220 |
|
|
2017
Q1 | $34K | Buy |
692
+202
| +41% | +$9.93K | ﹤0.01% | 2151 |
|
|
2016
Q4 | $24K | Buy |
490
+1
| +0.2% | +$49 | ﹤0.01% | 2323 |
|
|
2016
Q3 | $25K | Hold |
489
| – | – | ﹤0.01% | 2257 |
|
|
2016
Q2 | $25K | Sell |
489
-61
| -11% | -$3.12K | ﹤0.01% | 2198 |
|
|
2016
Q1 | $28K | Buy |
550
+61
| +12% | +$3.11K | ﹤0.01% | 1199 |
|
|
2015
Q4 | $23K | Buy |
+489
| New | +$23K | ﹤0.01% | 2075 |
|