Landmark Wealth Management (New York)’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 | $412K | Buy |
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|
2025
Q2 | $383K | Sell |
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|
2025
Q1 | $393K | Buy |
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|
2024
Q4 | $379K | Buy |
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|
2024
Q3 | $395K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $377K | Buy |
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|
2023
Q4 | $362K | Buy |
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|
2023
Q3 | $278K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $243K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $294K | Buy |
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