MBL Wealth’s iShares Core US REIT ETF USRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $471K | Hold |
8,332
| – | – | 0.05% | 146 |
|
|
2025
Q1 | $480K | Hold |
8,332
| – | – | 0.05% | 134 |
|
|
2024
Q4 | $478K | Hold |
8,332
| – | – | 0.05% | 139 |
|
|
2024
Q3 | $513K | Hold |
8,332
| – | – | 0.06% | 132 |
|
|
2024
Q2 | $446K | Hold |
8,332
| – | – | 0.05% | 133 |
|
|
2024
Q1 | $448K | Hold |
8,332
| – | – | 0.05% | 134 |
|
|
2023
Q4 | $452K | Hold |
8,332
| – | – | 0.06% | 122 |
|
|
2023
Q3 | $393K | Hold |
8,332
| – | – | 0.06% | 126 |
|
|
2023
Q2 | $428K | Hold |
8,332
| – | – | 0.06% | 118 |
|
|
2023
Q1 | $420K | Hold |
8,332
| – | – | 0.07% | 109 |
|
|
2022
Q4 | $412K | Sell |
8,332
-15
| -0.2% | -$742 | 0.08% | 114 |
|
|
2022
Q3 | $396K | Buy |
+8,347
| New | +$396K | 0.09% | 111 |
|