Pure Financial Advisors’s iShares Core US REIT ETF USRT Stock Holding History

Pure Financial Advisors’s Portfolio USRT Stock Details USRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$16.5M	Buy	278,174 +32,834	+13%	+$1.97M	0.24%	59
2025 Q4	$14M	Buy	245,340 +9,417	+4%	+$545K	0.21%	65
2025 Q3	$13.9M	Buy	235,923 +182	+0.1%	+$10.4K	0.22%	63
2025 Q2	$13.3M	Buy	235,741 +29,718	+14%	+$1.67M	0.23%	61
2025 Q1	$11.9M	Sell	206,023 -10,457	-5%	-$606K	0.25%	57
2024 Q4	$12.4M	Buy	216,480 +14,961	+7%	+$900K	0.28%	49
2024 Q3	$12.4M	Sell	201,519 -2,662	-1%	-$155K	0.3%	48
2024 Q2	$10.9M	Buy	204,181 +9,813	+5%	+$509K	0.3%	50
2024 Q1	$10.5M	Buy	194,368 +6,845	+4%	+$363K	0.33%	50
2023 Q4	$10.2M	Sell	187,523 -25,427	-12%	-$1.24M	0.35%	51
2023 Q3	$10M	Buy	212,950 +21,489	+11%	+$1.1M	0.41%	50
2023 Q2	$9.84M	Buy	191,461 +8,281	+5%	+$414K	0.42%	49
2023 Q1	$9.23M	Buy	183,180 +4,593	+3%	+$238K	0.43%	49
2022 Q4	$8.83M	Buy	178,587 +12,324	+7%	+$611K	0.46%	45
2022 Q3	$7.9M	Buy	166,263 +22,975	+16%	+$1.26M	0.46%	44
2022 Q2	$7.65M	Buy	143,288 +9,526	+7%	+$560K	0.47%	44
2022 Q1	$8.65M	Sell	133,762 -604	-0.4%	-$37.9K	0.4%	42
2021 Q4	$9.08M	Sell	134,366 -16,751	-11%	-$1.07M	0.45%	36
2021 Q3	$8.86M	Sell	151,117 -11,467	-7%	-$697K	0.68%	35
2021 Q2	$9.48M	Sell	162,584 -12,791	-7%	-$726K	0.77%	32
2021 Q1	$9.19M	Sell	175,375 -3,283	-2%	-$165K	0.91%	30
2020 Q4	$8.65M	Sell	178,658 -1,166	-0.6%	-$54.4K	1.04%	28
2020 Q3	$7.87M	Sell	179,824 -7,223	-4%	-$322K	1.15%	25
2020 Q2	$8.13M	Buy	187,047 +1,815	+1%	+$76.1K	1.27%	23
2020 Q1	$7.26M	Sell	185,232 -8,617	-4%	-$440K	1.22%	24
2019 Q4	$10.6M	Sell	193,849 -3,748	-2%	-$206K	1.81%	17
2019 Q3	$11M	Sell	197,597 -12,776	-6%	-$687K	1.98%	15
2019 Q2	$10.9M	Sell	210,373 -8,275	-4%	-$431K	1.96%	15
2019 Q1	$11.3M	Sell	218,648 -11,304	-5%	-$560K	2.13%	13
2018 Q4	$10.3M	Buy	229,952 +6,113	+3%	+$290K	2.09%	14
2018 Q3	$10.8M	Buy	223,839 +2,528	+1%	+$126K	2.37%	11
2018 Q2	$10.9M	Buy	221,311 +11,316	+5%	+$527K	41.75%	2
2018 Q1	$9.46M	Buy	209,995 +70,150	+50%	+$3.21M	39.59%	2
2017 Q4	$6.94M	Buy	+139,845	New	+$6.95M	49.73%	2