Principal Securities’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 | $538K | Buy |
9,510
+524
| +6% | +$29.6K | 0.01% | 828 |
|
|
2025
Q1 | $515K | Hold |
8,986
| – | – | 0.01% | 760 |
|
|
2024
Q4 | $515K | Sell |
8,986
-65
| -0.7% | -$3.73K | 0.01% | 758 |
|
|
2024
Q3 | $557K | Buy |
9,051
+336
| +4% | +$20.7K | 0.01% | 725 |
|
|
2024
Q2 | $467K | Sell |
8,715
-4,223
| -33% | -$226K | 0.01% | 725 |
|
|
2024
Q1 | $696K | Buy |
12,938
+457
| +4% | +$24.6K | 0.02% | 548 |
|
|
2023
Q4 | $678K | Buy |
+12,481
| New | +$678K | 0.03% | 506 |
|