Naviter Wealth’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 | $1.72M | Sell |
30,446
-9,900
| -25% | -$560K | 0.21% | 122 |
|
|
2025
Q1 | $2.3M | Buy |
40,346
+8,450
| +26% | +$482K | 0.28% | 93 |
|
|
2024
Q4 | $1.83M | Buy |
31,896
+21,559
| +209% | +$1.24M | 0.22% | 124 |
|
|
2024
Q3 | $636K | Sell |
10,337
-33,621
| -76% | -$2.07M | 0.09% | 180 |
|
|
2024
Q2 | $2.35M | Buy |
43,958
+22,574
| +106% | +$1.21M | 0.35% | 79 |
|
|
2024
Q1 | $1.15M | Sell |
21,384
-132,123
| -86% | -$7.11M | 0.19% | 143 |
|
|
2023
Q4 | $8.33M | Buy |
153,507
+82,557
| +116% | +$4.48M | 1.68% | 11 |
|
|
2023
Q3 | $3.39M | Buy |
70,950
+21,422
| +43% | +$1.02M | 0.82% | 25 |
|
|
2023
Q2 | $2.55M | Buy |
49,528
+25,967
| +110% | +$1.33M | 0.65% | 33 |
|
|
2023
Q1 | $1.19M | Sell |
23,561
-20,215
| -46% | -$1.02M | 0.42% | 63 |
|
|
2022
Q4 | $2.33M | Buy |
+43,776
| New | +$2.33M | 0.64% | 32 |
|