Independent Wealth Network’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
Q3 | $2.81M | Buy |
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|
2025
Q2 | $2.5M | Buy |
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|
2025
Q1 | $2.5M | Buy |
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|
2024
Q4 | $2.43M | Buy |
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|
2024
Q3 | $2.57M | Buy |
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|
2024
Q2 | $2.16M | Sell |
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|
2024
Q1 | $2.26M | Sell |
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|
2023
Q4 | $2.32M | Buy |
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|
2023
Q3 | $1.89M | Buy |
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|
2023
Q2 | $1.96M | Buy |
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|
2023
Q1 | $1.78M | Buy |
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|
2022
Q4 | $1.74M | Buy |
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|
2022
Q3 | $1.62M | Buy |
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|
2022
Q2 | $1.74M | Buy |
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|
2022
Q1 | $2.11M | Sell |
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|
2021
Q4 | $2.21M | Buy |
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|
2021
Q3 | $2.06M | Buy |
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