IA
Insight Advisors’s iShares Core US REIT ETF USRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $604K | Sell |
10,672
-423
| -4% | -$23.9K | 0.1% | 134 |
|
|
2025
Q1 | $639K | Sell |
11,095
-341
| -3% | -$19.6K | 0.11% | 114 |
|
|
2024
Q4 | $648K | Sell |
11,436
-278
| -2% | -$15.8K | 0.11% | 116 |
|
|
2024
Q3 | $721K | Buy |
11,714
+195
| +2% | +$12K | 0.12% | 116 |
|
|
2024
Q2 | $617K | Buy |
11,519
+361
| +3% | +$19.3K | 0.11% | 124 |
|
|
2024
Q1 | $600K | Sell |
11,158
-55
| -0.5% | -$2.96K | 0.12% | 134 |
|
|
2023
Q4 | $609K | Buy |
11,213
+482
| +4% | +$26.2K | 0.13% | 119 |
|
|
2023
Q3 | $506K | Buy |
10,731
+78
| +0.7% | +$3.68K | 0.12% | 134 |
|
|
2023
Q2 | $548K | Buy |
10,653
+103
| +1% | +$5.3K | 0.12% | 127 |
|
|
2023
Q1 | $532K | Buy |
10,550
+623
| +6% | +$31.4K | 0.12% | 129 |
|
|
2022
Q4 | $490K | Buy |
9,927
+352
| +4% | +$17.4K | 0.17% | 162 |
|
|
2022
Q3 | $455K | Sell |
9,575
-58
| -0.6% | -$2.76K | 0.18% | 149 |
|
|
2022
Q2 | $548K | Sell |
9,633
-1,247
| -11% | -$70.9K | 0.19% | 136 |
|
|
2022
Q1 | $703K | Sell |
10,880
-1,267
| -10% | -$81.9K | 0.21% | 127 |
|
|
2021
Q4 | $821K | Sell |
12,147
-17
| -0.1% | -$1.15K | 0.24% | 103 |
|
|
2021
Q3 | $775K | Sell |
12,164
-160
| -1% | -$10.2K | 0.23% | 115 |
|
|
2021
Q2 | $750K | Sell |
12,324
-745
| -6% | -$45.3K | 0.24% | 112 |
|
|
2021
Q1 | $739K | Buy |
13,069
+847
| +7% | +$47.9K | 0.23% | 114 |
|
|
2020
Q4 | $592K | Buy |
+12,222
| New | +$592K | 0.22% | 115 |
|