OWA
ORBA Wealth Advisors’s iShares Core US REIT ETF USRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,820
| Closed | -$278K | – | 108 |
|
|
2025
Q1 | $278K | Hold |
4,820
| – | – | 0.14% | 90 |
|
|
2024
Q4 | $276K | Sell |
4,820
-349
| -7% | -$20K | 0.14% | 89 |
|
|
2024
Q3 | $318K | Sell |
5,169
-74
| -1% | -$4.56K | 0.16% | 88 |
|
|
2024
Q2 | $281K | Sell |
5,243
-179
| -3% | -$9.59K | 0.15% | 85 |
|
|
2024
Q1 | $292K | Hold |
5,422
| – | – | 0.16% | 82 |
|
|
2023
Q4 | $294K | Buy |
+5,422
| New | +$294K | 0.18% | 77 |
|