Mutual 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 | $566K | Sell |
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|
2025
Q2 | $576K | Sell |
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|
2025
Q1 | $556K | Sell |
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|
2024
Q4 | $584K | Sell |
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|
2024
Q3 | $642K | Buy |
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|
2024
Q2 | $594K | Sell |
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|
2024
Q1 | $585K | Sell |
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|
2023
Q4 | $847K | Buy |
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|
2023
Q3 | $638K | Sell |
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|
2023
Q2 | $743K | Sell |
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|
2023
Q1 | $732K | Buy |
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|
2022
Q4 | $692K | Sell |
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|
2022
Q3 | $677K | Buy |
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|
2022
Q2 | $737K | Sell |
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|
2022
Q1 | $903K | Sell |
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|
2021
Q4 | $979K | Sell |
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|
2021
Q3 | $917K | Sell |
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|
2021
Q2 | $959K | Sell |
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|
2021
Q1 | $883K | Buy |
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|
2020
Q4 | $721K | Buy |
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|
2020
Q3 | $607K | Buy |
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|
2020
Q2 | $570K | Buy |
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|
2020
Q1 | $443K | Buy |
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|
2019
Q4 | $572K | Buy |
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|
2019
Q3 | $446K | Buy |
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|
2019
Q2 | $307K | Buy |
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