Millington Financial Advisors’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 | $2.69M | Buy |
46,387
+17,737
| +62% | +$1.03M | 1.36% | 23 |
|
|
2025
Q1 | $1.52M | Buy |
28,650
+4,293
| +18% | +$227K | 0.93% | 36 |
|
|
2024
Q4 | $1.41M | Buy |
24,357
+9,860
| +68% | +$569K | 0.82% | 38 |
|
|
2024
Q3 | $893K | Buy |
14,497
+1,454
| +11% | +$89.5K | 0.56% | 45 |
|
|
2024
Q2 | $699K | Sell |
13,043
-555
| -4% | -$29.7K | 0.49% | 45 |
|
|
2024
Q1 | $732K | Sell |
13,598
-462
| -3% | -$24.9K | 0.52% | 46 |
|
|
2023
Q4 | $763K | Buy |
14,060
+278
| +2% | +$15.1K | 0.61% | 46 |
|
|
2023
Q3 | $650K | Buy |
13,782
+330
| +2% | +$15.6K | 0.58% | 45 |
|
|
2023
Q2 | $692K | Sell |
13,452
-3,840
| -22% | -$197K | 0.62% | 44 |
|
|
2023
Q1 | $872K | Sell |
17,292
-108
| -0.6% | -$5.44K | 0.81% | 42 |
|
|
2022
Q4 | $860K | Buy |
+17,400
| New | +$860K | 0.84% | 41 |
|