RFN
RDA Financial Network’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 | $433K | Sell |
7,659
-2,296
| -23% | -$130K | 0.12% | 159 |
|
|
2025
Q1 | $573K | Sell |
9,955
-638
| -6% | -$36.7K | 0.17% | 123 |
|
|
2024
Q4 | $607K | Sell |
10,593
-9,348
| -47% | -$536K | 0.18% | 123 |
|
|
2024
Q3 | $1.23M | Sell |
19,941
-4,562
| -19% | -$281K | 0.38% | 80 |
|
|
2024
Q2 | $1.31M | Sell |
24,503
-15,014
| -38% | -$804K | 0.43% | 66 |
|
|
2024
Q1 | $2.13M | Sell |
39,517
-1,581
| -4% | -$85.1K | 0.73% | 39 |
|
|
2023
Q4 | $2.23M | Sell |
41,098
-1,349
| -3% | -$73.2K | 0.85% | 31 |
|
|
2023
Q3 | $2M | Sell |
42,447
-2,968
| -7% | -$140K | 0.87% | 33 |
|
|
2023
Q2 | $2.33M | Sell |
45,415
-11,860
| -21% | -$610K | 0.98% | 30 |
|
|
2023
Q1 | $2.89M | Sell |
57,275
-1,986
| -3% | -$100K | 1.32% | 19 |
|
|
2022
Q4 | $2.93M | Buy |
59,261
+219
| +0.4% | +$10.8K | 1.47% | 13 |
|
|
2022
Q3 | $2.8M | Sell |
59,042
-1,149
| -2% | -$54.6K | 1.53% | 12 |
|
|
2022
Q2 | $3.21M | Buy |
60,191
+599
| +1% | +$32K | 1.62% | 10 |
|
|
2022
Q1 | $3.85M | Buy |
59,592
+696
| +1% | +$45K | 1.63% | 10 |
|
|
2021
Q4 | $3.98M | Buy |
58,896
+2,329
| +4% | +$157K | 1.62% | 10 |
|
|
2021
Q3 | $3.32M | Sell |
56,567
-515
| -0.9% | -$30.2K | 1.46% | 12 |
|
|
2021
Q2 | $3.33M | Sell |
57,082
-108
| -0.2% | -$6.3K | 1.47% | 12 |
|
|
2021
Q1 | $3M | Buy |
57,190
+863
| +2% | +$45.2K | 1.29% | 17 |
|
|
2020
Q4 | $2.73M | Sell |
56,327
-630
| -1% | -$30.5K | 1.23% | 18 |
|
|
2020
Q3 | $2.49M | Buy |
56,957
+1,543
| +3% | +$67.5K | 1.13% | 18 |
|
|
2020
Q2 | $2.41M | Sell |
55,414
-122
| -0.2% | -$5.3K | 1.2% | 16 |
|
|
2020
Q1 | $2.18M | Buy |
55,536
+3,632
| +7% | +$142K | 1.31% | 14 |
|
|
2019
Q4 | $2.9M | Sell |
51,904
-999
| -2% | -$55.9K | 1.18% | 14 |
|
|
2019
Q3 | $2.94M | Sell |
52,903
-1,220
| -2% | -$67.8K | 1.25% | 14 |
|
|
2019
Q2 | $2.89M | Buy |
54,123
+959
| +2% | +$51.3K | 1.3% | 13 |
|
|
2019
Q1 | $2.77M | Buy |
+53,164
| New | +$2.77M | 1.31% | 13 |
|