Institutional & Family Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $626K | Sell |
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|
2024
Q1 | $630K | Sell |
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|
2023
Q4 | $675K | Buy |
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|
2023
Q3 | $578K | Buy |
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|
2023
Q2 | $628K | Sell |
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|
2023
Q1 | $894K | Sell |
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|
2022
Q4 | $4.28M | Buy |
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|
2022
Q3 | $386K | Sell |
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|
2022
Q2 | $454K | Buy |
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|
2022
Q1 | $472K | Sell |
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|
2021
Q4 | $1.18M | Sell |
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|
2021
Q3 | $1.33M | Sell |
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|
2021
Q2 | $1.33M | Sell |
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|
2021
Q1 | $1.3M | Buy |
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|
2020
Q4 | $1.11M | Buy |
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|
2020
Q3 | $644K | Buy |
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|
2020
Q2 | $552K | Sell |
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|
2020
Q1 | $526K | Buy |
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|
2019
Q4 | $719K | Buy |
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|
2019
Q3 | $678K | Buy |
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