Integrated Investment Consultants’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 | $903K | Hold |
15,969
| – | – | 0.18% | 90 |
|
|
2025
Q1 | $920K | Hold |
15,969
| – | – | 0.18% | 89 |
|
|
2024
Q4 | $915K | Hold |
15,969
| – | – | 0.19% | 96 |
|
|
2024
Q3 | $983K | Sell |
15,969
-428
| -3% | -$26.4K | 0.21% | 70 |
|
|
2024
Q2 | $882K | Hold |
16,397
| – | – | 0.24% | 65 |
|
|
2024
Q1 | $882K | Hold |
16,397
| – | – | 0.24% | 65 |
|
|
2023
Q4 | $890K | Buy |
16,397
+428
| +3% | +$23.2K | 0.28% | 58 |
|
|
2023
Q3 | $753K | Sell |
15,969
-428
| -3% | -$20.2K | 0.27% | 62 |
|
|
2023
Q2 | $843K | Hold |
16,397
| – | – | 0.27% | 57 |
|
|
2023
Q1 | $826K | Hold |
16,397
| – | – | 0.26% | 55 |
|
|
2022
Q4 | $811K | Hold |
16,397
| – | – | 0.27% | 55 |
|
|
2022
Q3 | $779K | Buy |
+16,397
| New | +$779K | 0.31% | 48 |
|