Mid-American Wealth Advisory Group’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 | $5.94K | Buy |
+105
| New | +$5.94K | ﹤0.01% | 216 |
|
|
2024
Q1 | – | Sell |
-4,850
| Closed | -$263K | – | 55 |
|
|
2023
Q4 | $263K | Sell |
4,850
-678
| -12% | -$36.8K | 0.2% | 38 |
|
|
2023
Q3 | $259K | Sell |
5,528
-59,640
| -92% | -$2.8M | 0.21% | 36 |
|
|
2023
Q2 | $3.44M | Buy |
+65,168
| New | +$3.44M | 2.68% | 14 |
|
|
2022
Q1 | $2.21M | Buy |
+34,215
| New | +$2.21M | 1.73% | 20 |
|