IHWM
Iron Horse Wealth Management’s iShares Core US REIT ETF USRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.94K | Sell |
158
-8
| -5% | -$452 | ﹤0.01% | 304 |
|
|
2025
Q1 | $9.56K | Sell |
166
-12
| -7% | -$691 | ﹤0.01% | 280 |
|
|
2024
Q4 | $10.2K | Sell |
178
-11
| -6% | -$630 | ﹤0.01% | 237 |
|
|
2024
Q3 | $11.6K | Hold |
189
| – | – | ﹤0.01% | 224 |
|
|
2024
Q2 | $10.1K | Hold |
189
| – | – | ﹤0.01% | 215 |
|
|
2024
Q1 | $10.2K | Sell |
189
-11
| -6% | -$592 | ﹤0.01% | 194 |
|
|
2023
Q4 | $10.9K | Hold |
200
| – | – | ﹤0.01% | 180 |
|
|
2023
Q3 | $9.44K | Sell |
200
-2
| -1% | -$94 | ﹤0.01% | 192 |
|
|
2023
Q2 | $10.4K | Sell |
202
-1,146
| -85% | -$58.9K | 0.01% | 149 |
|
|
2023
Q1 | $67.9K | Sell |
1,348
-14
| -1% | -$706 | 0.03% | 67 |
|
|
2022
Q4 | $67K | Buy |
1,362
+1,235
| +972% | +$60.8K | 0.04% | 66 |
|
|
2022
Q3 | $6K | Sell |
127
-1,823
| -93% | -$86.1K | 0.01% | 100 |
|
|
2022
Q2 | $104K | Sell |
1,950
-23
| -1% | -$1.23K | 0.06% | 51 |
|
|
2022
Q1 | $128K | Sell |
1,973
-19
| -1% | -$1.23K | 0.07% | 49 |
|
|
2021
Q4 | $135K | Sell |
1,992
-10
| -0.5% | -$678 | 0.08% | 47 |
|
|
2021
Q3 | $117K | Sell |
2,002
-153
| -7% | -$8.94K | 0.07% | 49 |
|
|
2021
Q2 | $126K | Sell |
2,155
-61
| -3% | -$3.57K | 0.08% | 48 |
|
|
2021
Q1 | $116K | Sell |
2,216
-631
| -22% | -$33K | 0.09% | 50 |
|
|
2020
Q4 | $138K | Buy |
+2,847
| New | +$138K | 0.11% | 46 |
|