Moneta Group Investment Advisors’s iShares Core US REIT ETF USRT Stock Holding History

Moneta Group Investment Advisors’s Portfolio USRT Stock Details USRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.48M	Sell	25,055 -655	-3%	-$39.4K	0.01%	305
2025 Q4	$1.46M	Buy	25,710 +102	+0.4%	+$5.91K	0.01%	306
2025 Q3	$1.5M	Sell	25,608 -9,313	-27%	-$535K	0.01%	294
2025 Q2	$1.98M	Sell	34,921 -2,052	-6%	-$115K	0.02%	224
2025 Q1	$2.13M	Sell	36,973 -1,295	-3%	-$75K	0.03%	204
2024 Q4	$2.19M	Sell	38,268 -3,811	-9%	-$229K	0.03%	195
2024 Q3	$2.59M	Sell	42,079 -6,653	-14%	-$388K	0.04%	175
2024 Q2	$2.61M	Sell	48,732 -3,563	-7%	-$185K	0.04%	167
2024 Q1	$2.81M	Sell	52,295 -7,904	-13%	-$419K	0.05%	159
2023 Q4	$3.27M	Sell	60,199 -8,926	-13%	-$437K	0.06%	136
2023 Q3	$3.26M	Sell	69,125 -1,579	-2%	-$80.8K	0.07%	131
2023 Q2	$3.63M	Buy	70,704 +3,389	+5%	+$170K	0.08%	125
2023 Q1	$3.39M	Sell	67,315 -5,991	-8%	-$310K	0.08%	127
2022 Q4	$4.01M	Sell	73,306 -14,568	-17%	-$722K	0.11%	111
2022 Q3	$4.17M	Sell	87,874 -15,572	-15%	-$857K	0.16%	92
2022 Q2	$5.52M	Sell	103,446 -17,173	-14%	-$1.01M	0.19%	87
2022 Q1	$7.8M	Sell	120,619 -1,248	-1%	-$78.4K	0.31%	65
2021 Q4	$8.24M	Sell	121,867 -3,828	-3%	-$243K	0.33%	60
2021 Q3	$7.37M	Buy	125,695 +10,577	+9%	+$643K	0.34%	62
2021 Q2	$6.72M	Buy	115,118 +6,034	+6%	+$342K	0.31%	70
2021 Q1	$5.72M	Buy	109,084 +9,621	+10%	+$484K	0.3%	70
2020 Q4	$4.82M	Buy	99,463 +4,881	+5%	+$228K	0.35%	63
2020 Q3	$4.14M	Buy	94,582 +8,243	+10%	+$368K	0.36%	59
2020 Q2	$3.75M	Buy	86,339 +15,698	+22%	+$659K	0.36%	58
2020 Q1	$2.77M	Buy	70,641 +18,342	+35%	+$937K	0.29%	66
2019 Q4	$2.85M	Buy	52,299 +1,408	+3%	+$77.5K	0.24%	65
2019 Q3	$2.83M	Buy	50,891 +36,604	+256%	+$1.97M	0.26%	68
2019 Q2	$2.67M	Sell	14,287 -4,758	-25%	-$248K	0.26%	68
2019 Q1	$985K	Sell	19,045 -1,044	-5%	-$51.7K	0.1%	98
2018 Q4	$901K	Sell	20,089 -1,493	-7%	-$70.7K	0.11%	104
2018 Q3	$1.04M	Buy	+21,582	New	+$1.08M	0.11%	103