Peterson Wealth Advisors’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 | $1.16M | Sell |
20,523
-22
| -0.1% | -$1.24K | 0.19% | 39 |
|
|
2025
Q1 | $1.06M | Buy |
20,545
+5,678
| +38% | +$292K | 0.2% | 36 |
|
|
2024
Q4 | $856K | Sell |
14,867
-3,010
| -17% | -$173K | 0.15% | 36 |
|
|
2024
Q3 | $1.1M | Sell |
17,877
-974
| -5% | -$60K | 0.21% | 31 |
|
|
2024
Q2 | $1.01M | Sell |
18,851
-1,871
| -9% | -$100K | 0.21% | 30 |
|
|
2024
Q1 | $1.11M | Buy |
20,722
+486
| +2% | +$26.1K | 0.24% | 29 |
|
|
2023
Q4 | $1.1M | Buy |
20,236
+183
| +0.9% | +$9.94K | 0.26% | 29 |
|
|
2023
Q3 | $946K | Sell |
20,053
-2,290
| -10% | -$108K | 0.25% | 28 |
|
|
2023
Q2 | $1.16M | Sell |
22,343
-3,929
| -15% | -$204K | 0.31% | 28 |
|
|
2023
Q1 | $1.32M | Sell |
26,272
-2,354
| -8% | -$119K | 0.36% | 26 |
|
|
2022
Q4 | $1.42M | Sell |
28,626
-4,099
| -13% | -$203K | 0.43% | 25 |
|
|
2022
Q3 | $1.55M | Sell |
32,725
-3,137
| -9% | -$149K | 0.52% | 22 |
|
|
2022
Q2 | $1.92M | Sell |
35,862
-5,827
| -14% | -$311K | 0.63% | 17 |
|
|
2022
Q1 | $2.7M | Sell |
41,689
-1,265
| -3% | -$81.8K | 0.8% | 15 |
|
|
2021
Q4 | $2.9M | Sell |
42,954
-6,417
| -13% | -$434K | 0.84% | 16 |
|
|
2021
Q3 | $2.9M | Sell |
49,371
-162,348
| -77% | -$9.52M | 0.96% | 15 |
|
|
2021
Q2 | $12.4M | Buy |
211,719
+18,617
| +10% | +$1.09M | 4.38% | 6 |
|
|
2021
Q1 | $10.1M | Buy |
193,102
+8,341
| +5% | +$437K | 4.12% | 7 |
|
|
2020
Q4 | $8.94M | Buy |
184,761
+11,112
| +6% | +$538K | 3.94% | 7 |
|
|
2020
Q3 | $7.6M | Buy |
173,649
+4,614
| +3% | +$202K | 3.89% | 7 |
|
|
2020
Q2 | $7.35M | Buy |
169,035
+14,000
| +9% | +$609K | 3.92% | 8 |
|
|
2020
Q1 | $6.07M | Buy |
155,035
+12,681
| +9% | +$497K | 3.94% | 8 |
|
|
2019
Q4 | $7.77M | Buy |
142,354
+926
| +0.7% | +$50.6K | 4.44% | 7 |
|
|
2019
Q3 | $7.86M | Buy |
141,428
+35
| +0% | +$1.94K | 4.81% | 6 |
|
|
2019
Q2 | $7.36M | Buy |
141,393
+5,116
| +4% | +$266K | 4.66% | 6 |
|
|
2019
Q1 | $7.14M | Buy |
136,277
+8,500
| +7% | +$445K | 4.77% | 6 |
|
|
2018
Q4 | $5.73M | Buy |
127,777
+15,337
| +14% | +$688K | 4.54% | 6 |
|
|
2018
Q3 | $5.44M | Buy |
112,440
+11,325
| +11% | +$548K | 3.97% | 8 |
|
|
2018
Q2 | $4.97M | Buy |
101,115
+4,649
| +5% | +$229K | 4.03% | 7 |
|
|
2018
Q1 | $4.35M | Buy |
96,466
+70,544
| +272% | +$3.18M | 3.59% | 7 |
|
|
2017
Q4 | $1.29M | Buy |
+25,922
| New | +$1.29M | 1.16% | 15 |
|