Mutual 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 | $576K | Sell |
9,999
-45
| -0.4% | -$2.59K | 0.01% | 720 |
|
|
2025
Q1 | $556K | Sell |
10,044
-147
| -1% | -$8.14K | 0.02% | 669 |
|
|
2024
Q4 | $584K | Sell |
10,191
-271
| -3% | -$15.5K | 0.02% | 649 |
|
|
2024
Q3 | $642K | Buy |
10,462
+20
| +0.2% | +$1.23K | 0.02% | 623 |
|
|
2024
Q2 | $594K | Sell |
10,442
-436
| -4% | -$24.8K | 0.02% | 640 |
|
|
2024
Q1 | $585K | Sell |
10,878
-4,723
| -30% | -$254K | 0.02% | 644 |
|
|
2023
Q4 | $847K | Buy |
15,601
+2,073
| +15% | +$113K | 0.03% | 504 |
|
|
2023
Q3 | $638K | Sell |
13,528
-930
| -6% | -$43.9K | 0.02% | 544 |
|
|
2023
Q2 | $743K | Sell |
14,458
-61
| -0.4% | -$3.14K | 0.03% | 525 |
|
|
2023
Q1 | $732K | Buy |
14,519
+529
| +4% | +$26.7K | 0.03% | 517 |
|
|
2022
Q4 | $692K | Sell |
13,990
-270
| -2% | -$13.4K | 0.03% | 509 |
|
|
2022
Q3 | $677K | Buy |
14,260
+450
| +3% | +$21.4K | 0.03% | 481 |
|
|
2022
Q2 | $737K | Sell |
13,810
-159
| -1% | -$8.49K | 0.05% | 429 |
|
|
2022
Q1 | $903K | Sell |
13,969
-516
| -4% | -$33.4K | 0.05% | 406 |
|
|
2021
Q4 | $979K | Sell |
14,485
-1,149
| -7% | -$77.7K | 0.05% | 392 |
|
|
2021
Q3 | $917K | Sell |
15,634
-810
| -5% | -$47.5K | 0.05% | 378 |
|
|
2021
Q2 | $959K | Sell |
16,444
-405
| -2% | -$23.6K | 0.06% | 359 |
|
|
2021
Q1 | $883K | Buy |
16,849
+1,962
| +13% | +$103K | 0.06% | 347 |
|
|
2020
Q4 | $721K | Buy |
14,887
+999
| +7% | +$48.4K | 0.05% | 390 |
|
|
2020
Q3 | $607K | Buy |
13,888
+789
| +6% | +$34.5K | 0.05% | 378 |
|
|
2020
Q2 | $570K | Buy |
13,099
+1,801
| +16% | +$78.4K | 0.06% | 353 |
|
|
2020
Q1 | $443K | Buy |
11,298
+813
| +8% | +$31.9K | 0.06% | 310 |
|
|
2019
Q4 | $572K | Buy |
10,485
+2,456
| +31% | +$134K | 0.06% | 320 |
|
|
2019
Q3 | $446K | Buy |
8,029
+2,125
| +36% | +$118K | 0.06% | 327 |
|
|
2019
Q2 | $307K | Buy |
+5,904
| New | +$307K | 0.04% | 440 |
|