REDW Wealth’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 | $312K | Buy |
5,514
+523
| +10% | +$29.6K | 0.12% | 76 |
|
|
2025
Q1 | $287K | Sell |
4,991
-122
| -2% | -$7.03K | 0.11% | 80 |
|
|
2024
Q4 | $293K | Sell |
5,113
-1,998
| -28% | -$115K | 0.1% | 81 |
|
|
2024
Q3 | $438K | Buy |
7,111
+88
| +1% | +$5.42K | 0.11% | 98 |
|
|
2024
Q2 | $376K | Buy |
7,023
+4
| +0.1% | +$214 | 0.1% | 108 |
|
|
2024
Q1 | $378K | Sell |
7,019
-2,199
| -24% | -$118K | 0.1% | 106 |
|
|
2023
Q4 | $500K | Sell |
9,218
-2,258
| -20% | -$123K | 0.14% | 77 |
|
|
2023
Q3 | $541K | Buy |
11,476
+2,071
| +22% | +$97.7K | 0.17% | 71 |
|
|
2023
Q2 | $483K | Sell |
9,405
-998
| -10% | -$51.3K | 0.14% | 84 |
|
|
2023
Q1 | $524K | Hold |
10,403
| – | – | 0.17% | 75 |
|
|
2022
Q4 | $514K | Buy |
+10,403
| New | +$514K | 0.18% | 65 |
|
|
2022
Q2 | – | Sell |
-3,769
| Closed | -$244K | – | 130 |
|
|
2022
Q1 | $244K | Hold |
3,769
| – | – | 0.07% | 109 |
|
|
2021
Q4 | $255K | Sell |
3,769
-11
| -0.3% | -$744 | 0.07% | 104 |
|
|
2021
Q3 | $222K | Sell |
3,780
-38
| -1% | -$2.23K | 0.07% | 106 |
|
|
2021
Q2 | $223K | Sell |
3,818
-649
| -15% | -$37.9K | 0.07% | 111 |
|
|
2021
Q1 | $234K | Sell |
4,467
-90
| -2% | -$4.72K | 0.08% | 99 |
|
|
2020
Q4 | $221K | Sell |
4,557
-1,940
| -30% | -$94.1K | 0.08% | 88 |
|
|
2020
Q3 | $284K | Hold |
6,497
| – | – | 0.12% | 70 |
|
|
2020
Q2 | $282K | Buy |
+6,497
| New | +$282K | 0.14% | 65 |
|