MGO One Seven’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
Q1
Sell
-3,499
Closed -$201K 1178
2024
Q4
$201K Buy
3,499
+55
+2% +$3.15K 0.01% 1009
2024
Q3
$212K Buy
+3,444
New +$212K 0.01% 921
2020
Q3
Sell
-7,592
Closed -$330K 494
2020
Q2
$330K Sell
7,592
-1,141
-13% -$49.6K 0.09% 309
2020
Q1
$342K Buy
+8,733
New +$342K 0.12% 251