MidAtlantic Capital Management’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 | $392K | Buy |
6,926
+7
| +0.1% | +$396 | 0.28% | 67 |
|
|
2025
Q1 | $399K | Hold |
6,919
| – | – | 0.31% | 63 |
|
|
2024
Q4 | $397K | Hold |
6,919
| – | – | 0.29% | 63 |
|
|
2024
Q3 | $426K | Hold |
6,919
| – | – | 0.31% | 61 |
|
|
2024
Q2 | $371K | Hold |
6,919
| – | – | 0.31% | 60 |
|
|
2024
Q1 | $372K | Hold |
6,919
| – | – | 0.33% | 58 |
|
|
2023
Q4 | $376K | Buy |
+6,919
| New | +$376K | 0.37% | 55 |
|