Modern Wealth 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 | $4.57M | Sell |
80,754
-4,830
| -6% | -$273K | 0.11% | 172 |
|
|
2025
Q1 | $4.93M | Sell |
85,584
-2,094
| -2% | -$121K | 0.16% | 125 |
|
|
2024
Q4 | $5.02M | Sell |
87,678
-7,566
| -8% | -$434K | 0.19% | 108 |
|
|
2024
Q3 | $5.86M | Sell |
95,244
-3,003
| -3% | -$185K | 0.36% | 51 |
|
|
2024
Q2 | $5.26M | Sell |
98,247
-2,236
| -2% | -$120K | 0.39% | 44 |
|
|
2024
Q1 | $5.41M | Sell |
100,483
-1,757
| -2% | -$94.5K | 0.5% | 29 |
|
|
2023
Q4 | $5.55M | Buy |
+102,240
| New | +$5.55M | 0.7% | 25 |
|