Intergy Private Wealth’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 | $847K | Buy |
14,967
+1,540
| +11% | +$87.1K | 0.29% | 50 |
|
|
2025
Q1 | $773K | Buy |
13,427
+1,691
| +14% | +$97.4K | 0.29% | 49 |
|
|
2024
Q4 | $673K | Buy |
11,736
+1,307
| +13% | +$74.9K | 0.25% | 59 |
|
|
2024
Q3 | $642K | Buy |
10,429
+2,718
| +35% | +$167K | 0.24% | 56 |
|
|
2024
Q2 | $413K | Buy |
7,711
+1,985
| +35% | +$106K | 0.17% | 62 |
|
|
2024
Q1 | $308K | Hold |
5,726
| – | – | 0.13% | 67 |
|
|
2023
Q4 | $311K | Buy |
5,726
+461
| +9% | +$25K | 0.13% | 63 |
|
|
2023
Q3 | $248K | Buy |
5,265
+1,116
| +27% | +$52.7K | 0.12% | 67 |
|
|
2023
Q2 | $213K | Buy |
+4,149
| New | +$213K | 0.1% | 69 |
|