Legacy Financial Group (Iowa)’s iShares Core US REIT ETF USRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.68M | Buy |
118,102
+1,459
| +1% | +$82.5K | 0.93% | 27 |
|
|
2025
Q1 | $6.72M | Sell |
116,643
-2,428
| -2% | -$140K | 1.03% | 23 |
|
|
2024
Q4 | $6.82M | Sell |
119,071
-3,342
| -3% | -$192K | 1.1% | 23 |
|
|
2024
Q3 | $7.54M | Sell |
122,413
-1,252
| -1% | -$77.1K | 1.45% | 21 |
|
|
2024
Q2 | $6.62M | Sell |
123,665
-130,109
| -51% | -$6.97M | 1.3% | 22 |
|
|
2024
Q1 | $13.7M | Buy |
253,774
+241,803
| +2,020% | +$13M | 2.76% | 11 |
|
|
2023
Q4 | $650K | Sell |
11,971
-252,983
| -95% | -$13.7M | 2.95% | 10 |
|
|
2023
Q3 | $12.5M | Buy |
264,954
+12,164
| +5% | +$574K | 2.94% | 11 |
|
|
2023
Q2 | $13M | Buy |
252,790
+334
| +0.1% | +$17.2K | 3.35% | 8 |
|
|
2023
Q1 | $12.7M | Buy |
252,456
+7,041
| +3% | +$355K | 3.48% | 10 |
|
|
2022
Q4 | $12.1M | Buy |
245,415
+18,363
| +8% | +$908K | 3.64% | 10 |
|
|
2022
Q3 | $10.8M | Buy |
227,052
+11,262
| +5% | +$535K | 3.6% | 11 |
|
|
2022
Q2 | $11.5M | Buy |
215,790
+88,340
| +69% | +$4.72M | 3.64% | 11 |
|
|
2022
Q1 | $8.24M | Buy |
127,450
+26,750
| +27% | +$1.73M | 2.42% | 16 |
|
|
2021
Q4 | $6.64M | Sell |
100,700
-4,355
| -4% | -$287K | 2.86% | 13 |
|
|
2021
Q3 | $6.16M | Buy |
105,055
+30,242
| +40% | +$1.77M | 1.84% | 16 |
|
|
2021
Q2 | $4.37M | Buy |
74,813
+2,847
| +4% | +$166K | 1.32% | 16 |
|
|
2021
Q1 | $3.77M | Sell |
71,966
-5,850
| -8% | -$307K | 1.31% | 16 |
|
|
2020
Q4 | $3.77M | Buy |
+77,816
| New | +$3.77M | 1.45% | 21 |
|