Prosperity Planning’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 | $3.82M | Buy |
67,538
+1,180
| +2% | +$66.7K | 1.1% | 24 |
|
|
2025
Q1 | $3.82M | Sell |
66,358
-117
| -0.2% | -$6.74K | 1.2% | 23 |
|
|
2024
Q4 | $3.81M | Buy |
66,475
+707
| +1% | +$40.5K | 1.22% | 22 |
|
|
2024
Q3 | $4.05M | Buy |
65,768
+1,121
| +2% | +$69K | 1.28% | 18 |
|
|
2024
Q2 | $3.46M | Buy |
64,647
+2,248
| +4% | +$120K | 1.18% | 20 |
|
|
2024
Q1 | $3.36M | Buy |
62,399
+1,873
| +3% | +$101K | 1.16% | 21 |
|
|
2023
Q4 | $3.29M | Sell |
60,526
-189
| -0.3% | -$10.3K | 1.23% | 21 |
|
|
2023
Q3 | $2.86M | Buy |
60,715
+853
| +1% | +$40.2K | 1.2% | 21 |
|
|
2023
Q2 | $3.08M | Buy |
59,862
+2,990
| +5% | +$154K | 1.27% | 22 |
|
|
2023
Q1 | $2.87M | Buy |
56,872
+3,938
| +7% | +$198K | 1.25% | 21 |
|
|
2022
Q4 | $2.81M | Hold |
52,934
| – | – | 1.39% | 21 |
|
|
2022
Q3 | $2.51M | Buy |
52,934
+5,398
| +11% | +$256K | 1.31% | 23 |
|
|
2022
Q2 | $2.83M | Buy |
+47,536
| New | +$2.83M | 1.44% | 19 |
|
|
2022
Q1 | – | Hold |
0
| – | -$3.21M | – | 17 |
|
|
2021
Q4 | – | Hold |
0
| – | -$2.66M | – | 18 |
|
|
2021
Q3 | – | Hold |
0
| – | -$2.67M | – | 20 |
|
|
2021
Q2 | – | Sell |
-45,833
| Closed | -$2.4M | – | 18 |
|
|
2021
Q1 | $2.4M | Buy |
45,833
+4,697
| +11% | +$246K | 1.71% | 18 |
|
|
2020
Q4 | $1.99M | Buy |
+41,136
| New | +$1.99M | 1.69% | 19 |
|