Independent Wealth Network’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 | $2.5M | Buy |
44,226
+818
| +2% | +$46.3K | 0.91% | 24 |
|
|
2025
Q1 | $2.5M | Buy |
43,408
+969
| +2% | +$55.8K | 1% | 22 |
|
|
2024
Q4 | $2.43M | Buy |
42,439
+705
| +2% | +$40.4K | 0.99% | 21 |
|
|
2024
Q3 | $2.57M | Buy |
41,734
+1,374
| +3% | +$84.6K | 1.14% | 18 |
|
|
2024
Q2 | $2.16M | Sell |
40,360
-1,556
| -4% | -$83.3K | 1.01% | 22 |
|
|
2024
Q1 | $2.26M | Sell |
41,916
-804
| -2% | -$43.3K | 1.06% | 19 |
|
|
2023
Q4 | $2.32M | Buy |
42,720
+2,603
| +6% | +$141K | 1.22% | 16 |
|
|
2023
Q3 | $1.89M | Buy |
40,117
+1,917
| +5% | +$90.4K | 1.16% | 18 |
|
|
2023
Q2 | $1.96M | Buy |
38,200
+2,915
| +8% | +$150K | 1.18% | 16 |
|
|
2023
Q1 | $1.78M | Buy |
35,285
+131
| +0.4% | +$6.6K | 1.14% | 18 |
|
|
2022
Q4 | $1.74M | Buy |
35,154
+1,100
| +3% | +$54.4K | 1.19% | 17 |
|
|
2022
Q3 | $1.62M | Buy |
34,054
+1,386
| +4% | +$65.9K | 1.26% | 16 |
|
|
2022
Q2 | $1.74M | Buy |
32,668
+45
| +0.1% | +$2.4K | 1.26% | 16 |
|
|
2022
Q1 | $2.11M | Sell |
32,623
-69
| -0.2% | -$4.46K | 1.34% | 16 |
|
|
2021
Q4 | $2.21M | Buy |
32,692
+691
| +2% | +$46.7K | 1.36% | 17 |
|
|
2021
Q3 | $2.06M | Buy |
+32,001
| New | +$2.06M | 1.35% | 15 |
|