IPG Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $744K | Buy |
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|
2025
Q2 | $667K | Buy |
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|
2025
Q1 | $597K | Buy |
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|
2024
Q4 | $544K | Buy |
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|
2024
Q3 | $549K | Buy |
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|
2024
Q2 | $363K | Sell |
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|
2024
Q1 | $606K | Buy |
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|
2023
Q4 | $521K | Sell |
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|
2023
Q3 | $1.31M | Buy |
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|
2023
Q2 | $1.42M | Buy |
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|
2023
Q1 | $365K | Buy |
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|
2022
Q4 | $354K | Buy |
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