Moneta Group Investment 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 | $1.98M | Sell |
34,921
-2,052
| -6% | -$116K | 0.02% | 224 |
|
|
2025
Q1 | $2.13M | Sell |
36,973
-1,295
| -3% | -$74.6K | 0.03% | 204 |
|
|
2024
Q4 | $2.19M | Sell |
38,268
-3,811
| -9% | -$218K | 0.03% | 195 |
|
|
2024
Q3 | $2.59M | Sell |
42,079
-6,653
| -14% | -$410K | 0.04% | 175 |
|
|
2024
Q2 | $2.61M | Sell |
48,732
-3,563
| -7% | -$191K | 0.04% | 167 |
|
|
2024
Q1 | $2.81M | Sell |
52,295
-7,904
| -13% | -$425K | 0.05% | 159 |
|
|
2023
Q4 | $3.27M | Sell |
60,199
-8,926
| -13% | -$485K | 0.06% | 136 |
|
|
2023
Q3 | $3.26M | Sell |
69,125
-1,579
| -2% | -$74.5K | 0.07% | 131 |
|
|
2023
Q2 | $3.63M | Buy |
70,704
+3,389
| +5% | +$174K | 0.08% | 125 |
|
|
2023
Q1 | $3.39M | Sell |
67,315
-5,991
| -8% | -$302K | 0.08% | 127 |
|
|
2022
Q4 | $4.01M | Sell |
73,306
-14,568
| -17% | -$797K | 0.11% | 111 |
|
|
2022
Q3 | $4.17M | Sell |
87,874
-15,572
| -15% | -$740K | 0.16% | 92 |
|
|
2022
Q2 | $5.52M | Sell |
103,446
-17,173
| -14% | -$917K | 0.19% | 87 |
|
|
2022
Q1 | $7.8M | Sell |
120,619
-1,248
| -1% | -$80.7K | 0.31% | 65 |
|
|
2021
Q4 | $8.24M | Sell |
121,867
-3,828
| -3% | -$259K | 0.33% | 60 |
|
|
2021
Q3 | $7.37M | Buy |
125,695
+10,577
| +9% | +$620K | 0.34% | 62 |
|
|
2021
Q2 | $6.72M | Buy |
115,118
+6,034
| +6% | +$352K | 0.31% | 70 |
|
|
2021
Q1 | $5.72M | Buy |
109,084
+9,621
| +10% | +$504K | 0.3% | 70 |
|
|
2020
Q4 | $4.82M | Buy |
99,463
+4,881
| +5% | +$236K | 0.35% | 63 |
|
|
2020
Q3 | $4.14M | Buy |
94,582
+8,243
| +10% | +$361K | 0.36% | 59 |
|
|
2020
Q2 | $3.75M | Buy |
86,339
+15,698
| +22% | +$683K | 0.36% | 58 |
|
|
2020
Q1 | $2.77M | Buy |
70,641
+18,342
| +35% | +$718K | 0.29% | 66 |
|
|
2019
Q4 | $2.86M | Buy |
52,299
+1,408
| +3% | +$76.9K | 0.24% | 65 |
|
|
2019
Q3 | $2.83M | Buy |
50,891
+36,604
| +256% | +$2.03M | 0.26% | 68 |
|
|
2019
Q2 | $2.67M | Sell |
14,287
-4,758
| -25% | -$889K | 0.26% | 68 |
|
|
2019
Q1 | $985K | Sell |
19,045
-1,044
| -5% | -$54K | 0.1% | 98 |
|
|
2018
Q4 | $901K | Sell |
20,089
-1,493
| -7% | -$67K | 0.11% | 104 |
|
|
2018
Q3 | $1.04M | Buy |
+21,582
| New | +$1.04M | 0.11% | 103 |
|