IWA
IVC Wealth Advisors’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 | $202K | Sell |
3,574
-1,091
| -23% | -$61.7K | 0.1% | 169 |
|
|
2025
Q1 | $269K | Sell |
4,665
-31
| -0.7% | -$1.79K | 0.14% | 129 |
|
|
2024
Q4 | $269K | Buy |
4,696
+970
| +26% | +$55.6K | 0.15% | 129 |
|
|
2024
Q3 | $229K | Sell |
3,726
-160
| -4% | -$9.85K | 0.13% | 147 |
|
|
2024
Q2 | $208K | Buy |
+3,886
| New | +$208K | 0.12% | 158 |
|