Phillips Financial 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 | $9.71M | Sell |
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|
2025
Q2 | $9.57M | Sell |
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|
2025
Q1 | $9.95M | Sell |
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|
2024
Q4 | $10.4M | Sell |
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|
2024
Q3 | $13.4M | Sell |
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|
2024
Q2 | $12M | Buy |
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|
2024
Q1 | $11.8M | Buy |
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|
2023
Q4 | $11.7M | Sell |
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|
2023
Q3 | $10.4M | Buy |
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|
2023
Q2 | $10.2M | Buy |
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|
2023
Q1 | $9.59M | Buy |
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|
2022
Q4 | $9.25M | Buy |
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|
2022
Q3 | $7.51M | Sell |
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|
2022
Q2 | $8.46M | Buy |
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|
2022
Q1 | $9.42M | Buy |
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|
2021
Q4 | $8.83M | Buy |
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|
2021
Q3 | $7.14M | Sell |
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|
2021
Q2 | $7.19M | Buy |
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|
2021
Q1 | $6.28M | Buy |
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|
2020
Q4 | $5.38M | Buy |
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|
2020
Q3 | $4.35M | Buy |
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|
2020
Q2 | $3.9M | Buy |
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|
2020
Q1 | $1.85M | Buy |
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