Independent Advisor Alliance’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
2022
Q1
Sell
-3,240
Closed -$219K 737
2021
Q4
$219K Buy
+3,240
New +$219K 0.01% 604
2020
Q1
Sell
-15,251
Closed -$833K 810
2019
Q4
$833K Buy
+15,251
New +$833K 0.04% 414