Landmark Wealth Management (New York)’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 | $383K | Sell |
6,774
-51
| -0.7% | -$2.88K | 0.16% | 66 |
|
|
2025
Q1 | $393K | Buy |
6,825
+205
| +3% | +$11.8K | 0.17% | 59 |
|
|
2024
Q4 | $379K | Buy |
6,620
+211
| +3% | +$12.1K | 0.17% | 57 |
|
|
2024
Q3 | $395K | Buy |
+6,409
| New | +$395K | 0.17% | 58 |
|
|
2024
Q2 | – | Sell |
-7,013
| Closed | -$377K | – | 65 |
|
|
2024
Q1 | $377K | Buy |
7,013
+350
| +5% | +$18.8K | 0.17% | 55 |
|
|
2023
Q4 | $362K | Buy |
6,663
+763
| +13% | +$41.5K | 0.18% | 53 |
|
|
2023
Q3 | $278K | Buy |
+5,900
| New | +$278K | 0.16% | 58 |
|
|
2023
Q2 | – | Sell |
-4,822
| Closed | -$243K | – | 63 |
|
|
2023
Q1 | $243K | Buy |
+4,822
| New | +$243K | 0.14% | 69 |
|
|
2022
Q2 | – | Sell |
-8,956
| Closed | -$294K | – | 163 |
|
|
2022
Q1 | $294K | Buy |
+8,956
| New | +$294K | 0.15% | 63 |
|