MBE Wealth 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 | $591K | Sell |
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|
2025
Q2 | $571K | Sell |
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|
2025
Q1 | $716K | Sell |
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|
2024
Q4 | $9.79M | Sell |
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|
2024
Q3 | $16M | Buy |
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|
2024
Q2 | $13.9M | Buy |
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|
2024
Q1 | $13M | Buy |
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|
2023
Q4 | $12.9M | Buy |
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|
2023
Q3 | $10.5M | Buy |
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|
2023
Q2 | $11.4M | Buy |
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|
2023
Q1 | $11M | Buy |
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|
2022
Q4 | $9.28M | Buy |
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|
2022
Q3 | $7.09M | Buy |
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|
2022
Q2 | $7.64M | Buy |
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|
2022
Q1 | $9.18M | Sell |
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|
2021
Q4 | $12.3M | Buy |
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|
2021
Q3 | $10.4M | Buy |
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|
2021
Q2 | $9.79M | Buy |
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|
2021
Q1 | $656K | Buy |
|