Peak Financial 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 | $5.36M | Buy |
94,718
+1,440
| +2% | +$81.4K | 1.52% | 20 |
|
|
2025
Q1 | $5.37M | Buy |
93,278
+1,671
| +2% | +$96.3K | 1.61% | 21 |
|
|
2024
Q4 | $5.25M | Buy |
91,607
+808
| +0.9% | +$46.3K | 1.57% | 22 |
|
|
2024
Q3 | $5.59M | Buy |
90,799
+33
| +0% | +$2.03K | 1.64% | 22 |
|
|
2024
Q2 | $4.86M | Buy |
90,766
+1,020
| +1% | +$54.6K | 1.52% | 24 |
|
|
2024
Q1 | $4.83M | Buy |
89,746
+4,292
| +5% | +$231K | 1.53% | 24 |
|
|
2023
Q4 | $4.64M | Buy |
85,454
+3,717
| +5% | +$202K | 1.56% | 24 |
|
|
2023
Q3 | $3.86M | Buy |
81,737
+64,383
| +371% | +$3.04M | 1.4% | 27 |
|
|
2023
Q2 | $892K | Buy |
+17,354
| New | +$892K | 0.32% | 43 |
|