IFP 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.41M | Buy |
23,744
+22,319
| +1,566% | +$1.34M | 0.03% | 567 |
|
|
2025
Q4 | $81.2K | Buy |
1,425
+915
| +179% | +$53K | ﹤0.01% | 1930 |
|
|
2025
Q3 | $29.9K | Sell |
510
-1,327
| -72% | -$76.2K | ﹤0.01% | 2361 |
|
|
2025
Q2 | $104K | Sell |
1,837
-1,702
| -48% | -$95.4K | ﹤0.01% | 1614 |
|
|
2025
Q1 | $204K | Buy |
3,539
+3,029
| +594% | +$175K | 0.01% | 1168 |
|
|
2024
Q4 | $29.2K | Buy |
+510
| New | +$30.7K | ﹤0.01% | 2078 |
|
|
2024
Q1 | – | Sell |
-326
| Closed | -$17.7K | – | 3248 |
|
|
2023
Q4 | $17.7K | Sell |
326
-598
| -65% | -$29.2K | ﹤0.01% | 1967 |
|
|
2023
Q3 | $43.6K | Buy |
924
+232
| +34% | +$11.9K | ﹤0.01% | 1617 |
|
|
2023
Q2 | $35.6K | Sell |
692
-1,530
| -69% | -$76.6K | ﹤0.01% | 1759 |
|
|
2023
Q1 | $106K | Sell |
2,222
-27,320
| -92% | -$1.41M | ﹤0.01% | 1229 |
|
|
2022
Q4 | $1.56M | Buy |
29,542
+1,120
| +4% | +$55.5K | 0.04% | 449 |
|
|
2022
Q3 | $1.5M | Buy |
28,422
+24,300
| +590% | +$1.34M | 0.04% | 496 |
|
|
2022
Q2 | $206K | Hold |
4,122
| – | – | 0.01% | 1270 |
|
|
2022
Q1 | $206K | Buy |
4,122
+3,610
| +705% | +$227K | 0.01% | 1270 |
|
|
2021
Q4 | $35K | Sell |
512
-11
| -2% | -$700 | ﹤0.01% | 1704 |
|
|
2021
Q3 | $31K | Buy |
523
+41
| +9% | +$2.49K | ﹤0.01% | 1793 |
|
|
2021
Q2 | $28K | Hold |
482
| – | – | ﹤0.01% | 1785 |
|
|
2021
Q1 | $25K | Sell |
482
-1,173
| -71% | -$59K | ﹤0.01% | 1760 |
|
|
2020
Q4 | $80K | Sell |
1,655
-1,622
| -49% | -$75.6K | ﹤0.01% | 1240 |
|
|
2020
Q3 | $143K | Buy |
3,277
+97
| +3% | +$4.33K | 0.01% | 833 |
|
|
2020
Q2 | $138K | Sell |
3,180
-1,180
| -27% | -$49.5K | 0.01% | 799 |
|
|
2020
Q1 | $170K | Sell |
4,360
-49,133
| -92% | -$2.51M | 0.02% | 625 |
|
|
2019
Q4 | $2.89M | Buy |
53,493
+18,376
| +52% | +$1.01M | 0.22% | 108 |
|
|
2019
Q3 | $1.95M | Buy |
+35,117
| New | +$1.89M | 0.13% | 174 |
|
|
2019
Q1 | $28K | Sell |
550
-26,929
| -98% | -$1.33M | ﹤0.01% | 1199 |
|
|
2018
Q4 | $1.23M | Sell |
27,479
-12,451
| -31% | -$590K | 0.08% | 295 |
|
|
2018
Q3 | $1.93M | Buy |
39,930
+8,216
| +26% | +$410K | 0.08% | 268 |
|
|
2018
Q2 | $1.56M | Buy |
31,714
+20,532
| +184% | +$957K | 0.07% | 304 |
|
|
2018
Q1 | $555K | Hold |
11,182
| – | – | 0.03% | 584 |
|
|
2017
Q4 | $555K | Buy |
11,182
+10,486
| +1,507% | +$521K | 0.03% | 584 |
|
|
2017
Q3 | $34K | Buy |
696
+2
| +0.3% | +$99 | ﹤0.01% | 2249 |
|
|
2017
Q2 | $34K | Buy |
694
+2
| +0.3% | +$99 | ﹤0.01% | 2238 |
|
|
2017
Q1 | $34K | Buy |
692
+202
| +41% | +$9.94K | ﹤0.01% | 2171 |
|
|
2016
Q4 | $24K | Buy |
490
+1
| +0.2% | +$48 | ﹤0.01% | 2338 |
|
|
2016
Q3 | $25K | Hold |
489
| – | – | ﹤0.01% | 2271 |
|
|
2016
Q2 | $25K | Sell |
489
-61
| -11% | -$3K | ﹤0.01% | 2209 |
|
|
2016
Q1 | $28K | Buy |
550
+61
| +12% | +$2.79K | ﹤0.01% | 1199 |
|
|
2015
Q4 | $23K | Buy |
+489
| New | +$22.7K | ﹤0.01% | 2088 |
|
Other funds holding USRT
GT
RIM
TCOT
SC
DCM