Institutional & Family Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $626K | Sell |
11,692
-25
| -0.2% | -$1.34K | 0.1% | 112 |
|
|
2024
Q1 | $630K | Sell |
11,717
-724
| -6% | -$39K | 0.1% | 108 |
|
|
2023
Q4 | $675K | Buy |
12,441
+192
| +2% | +$10.4K | 0.11% | 110 |
|
|
2023
Q3 | $578K | Buy |
12,249
+41
| +0.3% | +$1.93K | 0.09% | 108 |
|
|
2023
Q2 | $628K | Sell |
12,208
-5,536
| -31% | -$285K | 0.1% | 105 |
|
|
2023
Q1 | $894K | Sell |
17,744
-68,906
| -80% | -$3.47M | 0.15% | 100 |
|
|
2022
Q4 | $4.28M | Buy |
86,650
+78,529
| +967% | +$3.88M | 0.71% | 49 |
|
|
2022
Q3 | $386K | Sell |
8,121
-387
| -5% | -$18.4K | 0.07% | 117 |
|
|
2022
Q2 | $454K | Buy |
8,508
+1,205
| +17% | +$64.3K | 0.08% | 112 |
|
|
2022
Q1 | $472K | Sell |
7,303
-10,166
| -58% | -$657K | 0.07% | 116 |
|
|
2021
Q4 | $1.18M | Sell |
17,469
-5,241
| -23% | -$354K | 0.18% | 86 |
|
|
2021
Q3 | $1.33M | Sell |
22,710
-94
| -0.4% | -$5.51K | 0.21% | 84 |
|
|
2021
Q2 | $1.33M | Sell |
22,804
-1,960
| -8% | -$114K | 0.22% | 85 |
|
|
2021
Q1 | $1.3M | Buy |
24,764
+1,841
| +8% | +$96.5K | 0.25% | 83 |
|
|
2020
Q4 | $1.11M | Buy |
22,923
+8,201
| +56% | +$397K | 0.23% | 85 |
|
|
2020
Q3 | $644K | Buy |
14,722
+2,030
| +16% | +$88.8K | 0.15% | 100 |
|
|
2020
Q2 | $552K | Sell |
12,692
-728
| -5% | -$31.7K | 0.11% | 106 |
|
|
2020
Q1 | $526K | Buy |
13,420
+245
| +2% | +$9.6K | 0.12% | 103 |
|
|
2019
Q4 | $719K | Buy |
13,175
+976
| +8% | +$53.3K | 0.15% | 104 |
|
|
2019
Q3 | $678K | Buy |
+12,199
| New | +$678K | 0.15% | 99 |
|