MAI Capital Management’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 | $111K | Sell |
|
|||||
|
2025
Q2 | $808K | Buy |
|
|||||
|
2025
Q1 | $819K | Sell |
|
|||||
|
2024
Q4 | $892K | Buy |
|
|||||
|
2024
Q3 | $954K | Sell |
|
|||||
|
2024
Q2 | $872K | Buy |
|
|||||
|
2024
Q1 | $870K | Buy |
|
|||||
|
2023
Q4 | $841K | Buy |
|
|||||
|
2023
Q3 | $716K | Sell |
|
|||||
|
2023
Q2 | $792K | Buy |
|
|||||
|
2023
Q1 | $772K | Buy |
|
|||||
|
2022
Q4 | $751K | Sell |
|
|||||
|
2022
Q3 | $1.78M | Buy |
|
|||||
|
2022
Q2 | $1.69M | Sell |
|
|||||
|
2022
Q1 | $2.1M | Sell |
|
|||||
|
2021
Q4 | $2.19M | Buy |
|
|||||
|
2021
Q3 | $940K | Hold |
|
|||||
|
2021
Q2 | $935K | Buy |
|
|||||
|
2021
Q1 | $835K | Buy |
|
|||||
|
2020
Q4 | $762K | Buy |
|