Kestra Advisory Services’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 | $526K | Buy |
9,302
+3,253
| +54% | +$184K | ﹤0.01% | 1925 |
|
|
2025
Q1 | $348K | Buy |
+6,049
| New | +$348K | ﹤0.01% | 2062 |
|
|
2023
Q1 | – | Sell |
-8,262
| Closed | -$409K | – | 2313 |
|
|
2022
Q4 | $409K | Buy |
+8,262
| New | +$409K | ﹤0.01% | 1529 |
|
|
2021
Q1 | – | Sell |
-16,453
| Closed | -$789K | – | 2067 |
|
|
2020
Q4 | $789K | Buy |
16,453
+1,182
| +8% | +$56.7K | 0.01% | 979 |
|
|
2020
Q3 | $668K | Buy |
+15,271
| New | +$668K | 0.01% | 762 |
|