O'Shaughnessy Asset Management’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 | $10M | Buy |
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|
2025
Q2 | $8.99M | Sell |
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|
2025
Q1 | $10.4M | Buy |
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|
2024
Q4 | $9.8M | Buy |
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|
2024
Q3 | $9.94M | Buy |
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|
2024
Q2 | $7.5M | Buy |
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|
2024
Q1 | $3.29M | Buy |
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|
2023
Q4 | $2.84M | Sell |
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|
2023
Q3 | $3.02M | Sell |
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|
2023
Q2 | $3.49M | Buy |
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|
2023
Q1 | $2.44M | Buy |
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|
2022
Q4 | $1.52M | Buy |
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|
2022
Q3 | $515K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $47K | Hold |
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|
2021
Q3 | $41K | Hold |
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|
2021
Q2 | $41K | Hold |
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|
2021
Q1 | $36K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $9K | Buy |
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