Marshall Financial Group (Pennsylvania)’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 | – | Sell |
|
|||||
|
2025
Q1 | $306K | Sell |
|
|||||
|
2024
Q4 | $6.16M | Sell |
|
|||||
|
2024
Q3 | $6.89M | Buy |
|
|||||
|
2024
Q2 | $5.94M | Buy |
|
|||||
|
2024
Q1 | $5.56M | Buy |
|
|||||
|
2023
Q4 | $5.43M | Sell |
|
|||||
|
2023
Q3 | $4.74M | Buy |
|
|||||
|
2023
Q2 | $4.73M | Buy |
|
|||||
|
2023
Q1 | $4.43M | Buy |
|
|||||
|
2022
Q4 | $3.83M | Buy |
|
|||||
|
2022
Q3 | $2.92M | Buy |
|
|||||
|
2022
Q2 | $3.01M | Buy |
|
|||||
|
2022
Q1 | $2.98M | Buy |
|
|||||
|
2021
Q4 | $2.85M | Buy |
|
|||||
|
2021
Q3 | $2.19M | Buy |
|
|||||
|
2021
Q2 | $1.79M | Buy |
|
|||||
|
2021
Q1 | $1.34M | Buy |
|
|||||
|
2020
Q4 | $1.21M | Sell |
|
|||||
|
2020
Q3 | $1.09M | Sell |
|
|||||
|
2020
Q2 | $1.21M | Buy |
|
|||||
|
2020
Q1 | $1.06M | Buy |
|
|||||
|
2019
Q4 | $341K | Buy |
|
|||||
|
2019
Q3 | $270K | Hold |
|
|||||
|
2019
Q2 | $253K | Buy |
|
|||||
|
2019
Q1 | $251K | Buy |
|
|||||
|
2018
Q4 | $218K | Buy |
|