Moneta Group Investment Advisors’s iShares Core US REIT ETF USRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.5M | Sell |
|
|||||
|
2025
Q2 | $1.98M | Sell |
|
|||||
|
2025
Q1 | $2.13M | Sell |
|
|||||
|
2024
Q4 | $2.19M | Sell |
|
|||||
|
2024
Q3 | $2.59M | Sell |
|
|||||
|
2024
Q2 | $2.61M | Sell |
|
|||||
|
2024
Q1 | $2.81M | Sell |
|
|||||
|
2023
Q4 | $3.27M | Sell |
|
|||||
|
2023
Q3 | $3.26M | Sell |
|
|||||
|
2023
Q2 | $3.63M | Buy |
|
|||||
|
2023
Q1 | $3.39M | Sell |
|
|||||
|
2022
Q4 | $4.01M | Sell |
|
|||||
|
2022
Q3 | $4.17M | Sell |
|
|||||
|
2022
Q2 | $5.52M | Sell |
|
|||||
|
2022
Q1 | $7.8M | Sell |
|
|||||
|
2021
Q4 | $8.24M | Sell |
|
|||||
|
2021
Q3 | $7.37M | Buy |
|
|||||
|
2021
Q2 | $6.72M | Buy |
|
|||||
|
2021
Q1 | $5.72M | Buy |
|
|||||
|
2020
Q4 | $4.82M | Buy |
|
|||||
|
2020
Q3 | $4.14M | Buy |
|
|||||
|
2020
Q2 | $3.75M | Buy |
|
|||||
|
2020
Q1 | $2.77M | Buy |
|
|||||
|
2019
Q4 | $2.85M | Buy |
|
|||||
|
2019
Q3 | $2.83M | Buy |
|
|||||
|
2019
Q2 | $2.67M | Sell |
|
|||||
|
2019
Q1 | $985K | Sell |
|
|||||
|
2018
Q4 | $901K | Sell |
|
|||||
|
2018
Q3 | $1.04M | Buy |
|