PCS
Private Client Services’s iShares Core US REIT ETF USRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Buy |
26,031
+8,710
| +50% | +$493K | 0.57% | 49 |
|
|
2025
Q1 | $998K | Buy |
17,321
+7,509
| +77% | +$433K | 0.49% | 52 |
|
|
2024
Q4 | $562K | Sell |
9,812
-6,065
| -38% | -$348K | 0.3% | 74 |
|
|
2024
Q3 | $978K | Buy |
15,877
+2,085
| +15% | +$128K | 0.53% | 53 |
|
|
2024
Q2 | $739K | Buy |
13,792
+417
| +3% | +$22.3K | 0.46% | 59 |
|
|
2024
Q1 | $720K | Buy |
13,375
+585
| +5% | +$31.5K | 0.48% | 57 |
|
|
2023
Q4 | $694K | Buy |
+12,790
| New | +$694K | 0.57% | 53 |
|