Legacy Financial Group (Iowa)’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
Q2 | $6.68M | Buy |
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|
2025
Q1 | $6.72M | Sell |
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|
2024
Q4 | $6.82M | Sell |
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|
2024
Q3 | $7.54M | Sell |
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|
2024
Q2 | $6.62M | Sell |
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|
2024
Q1 | $13.7M | Buy |
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|
2023
Q4 | $650K | Sell |
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|
2023
Q3 | $12.5M | Buy |
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|
2023
Q2 | $13M | Buy |
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|
2023
Q1 | $12.7M | Buy |
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|
2022
Q4 | $12.1M | Buy |
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|
2022
Q3 | $10.8M | Buy |
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|
2022
Q2 | $11.5M | Buy |
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|
2022
Q1 | $8.24M | Buy |
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|
2021
Q4 | $6.64M | Sell |
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|
2021
Q3 | $6.16M | Buy |
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|
2021
Q2 | $4.37M | Buy |
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|
2021
Q1 | $3.77M | Sell |
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|
2020
Q4 | $3.77M | Buy |
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