North Star Investment Management’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 | $12K | Buy |
212
+2
| +1% | +$113 | ﹤0.01% | 862 |
|
|
2025
Q1 | $12.1K | Buy |
210
+1
| +0.5% | +$58 | ﹤0.01% | 827 |
|
|
2024
Q4 | $12K | Buy |
209
+2
| +1% | +$115 | ﹤0.01% | 837 |
|
|
2024
Q3 | $12.8K | Buy |
207
+59
| +40% | +$3.64K | ﹤0.01% | 795 |
|
|
2024
Q2 | $7.91K | Buy |
148
+1
| +0.7% | +$53 | ﹤0.01% | 852 |
|
|
2024
Q1 | $7.9K | Buy |
147
+116
| +374% | +$6.23K | ﹤0.01% | 900 |
|
|
2023
Q4 | $1.68K | Buy |
31
+1
| +3% | +$54 | ﹤0.01% | 1062 |
|
|
2023
Q3 | $1.43K | Hold |
30
| – | – | ﹤0.01% | 1096 |
|
|
2023
Q2 | $1.56K | Hold |
30
| – | – | ﹤0.01% | 1098 |
|
|
2023
Q1 | $1.52K | Hold |
30
| – | – | ﹤0.01% | 1114 |
|
|
2022
Q4 | $1.48K | Hold |
30
| – | – | ﹤0.01% | 1117 |
|
|
2022
Q3 | $1K | Buy |
30
+1
| +3% | +$33 | ﹤0.01% | 1105 |
|
|
2022
Q2 | $2K | Hold |
29
| – | – | ﹤0.01% | 1054 |
|
|
2022
Q1 | $2K | Buy |
+29
| New | +$2K | ﹤0.01% | 1067 |
|