Larson Financial Group’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 | $8.79K | Buy |
155
+92
| +146% | +$5.22K | ﹤0.01% | 1857 |
|
|
2025
Q1 | $3.64K | Hold |
63
| – | – | ﹤0.01% | 1960 |
|
|
2024
Q4 | $3.62K | Hold |
63
| – | – | ﹤0.01% | 1732 |
|
|
2024
Q3 | $3.88K | Buy |
63
+19
| +43% | +$1.17K | ﹤0.01% | 1704 |
|
|
2024
Q2 | $2.36K | Buy |
+44
| New | +$2.36K | ﹤0.01% | 1564 |
|
|
2023
Q4 | – | Sell |
-172
| Closed | -$8.12K | – | 1901 |
|
|
2023
Q3 | $8.12K | Sell |
172
-2,430
| -93% | -$115K | ﹤0.01% | 1057 |
|
|
2023
Q2 | $134K | Sell |
2,602
-109
| -4% | -$5.6K | 0.01% | 388 |
|
|
2023
Q1 | $137K | Buy |
2,711
+2,707
| +67,675% | +$136K | 0.01% | 379 |
|
|
2022
Q4 | $198 | Hold |
4
| – | – | ﹤0.01% | 1423 |
|
|
2022
Q3 | $0 | Hold |
4
| – | – | ﹤0.01% | 1407 |
|
|
2022
Q2 | $0 | Hold |
4
| – | – | ﹤0.01% | 1298 |
|
|
2022
Q1 | $0 | Hold |
4
| – | – | ﹤0.01% | 1169 |
|
|
2021
Q4 | $0 | Buy |
+4
| New | – | ﹤0.01% | 1174 |
|
|
2021
Q2 | – | Sell |
-11
| Closed | -$1K | – | 941 |
|
|
2021
Q1 | $1K | Sell |
11
-1
| -8% | -$91 | ﹤0.01% | 801 |
|
|
2020
Q4 | $1K | Buy |
12
+2
| +20% | +$167 | ﹤0.01% | 726 |
|
|
2020
Q3 | $0 | Sell |
10
-18
| -64% | – | ﹤0.01% | 833 |
|
|
2020
Q2 | $1K | Sell |
28
-25
| -47% | -$893 | ﹤0.01% | 650 |
|
|
2020
Q1 | $2K | Buy |
53
+14
| +36% | +$528 | ﹤0.01% | 446 |
|
|
2019
Q4 | $2K | Buy |
39
+21
| +117% | +$1.08K | ﹤0.01% | 470 |
|
|
2019
Q3 | $1K | Sell |
18
-244
| -93% | -$13.6K | ﹤0.01% | 519 |
|
|
2019
Q2 | $14K | Buy |
262
+13
| +5% | +$695 | 0.01% | 221 |
|
|
2019
Q1 | $13K | Buy |
+249
| New | +$13K | 0.01% | 215 |
|