Rehmann Capital Advisory Group’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
Q1 | – | Sell |
-4,648
| Closed | -$266K | – | 625 |
|
|
2024
Q4 | $266K | Buy |
+4,648
| New | +$266K | 0.02% | 502 |
|
|
2023
Q1 | – | Sell |
-5,161
| Closed | -$255K | – | 576 |
|
|
2022
Q4 | $255K | Buy |
+5,161
| New | +$255K | 0.03% | 458 |
|
|
2019
Q3 | – | Sell |
-2,089
| Closed | -$109K | – | 2105 |
|
|
2019
Q2 | $109K | Buy |
2,089
+29
| +1% | +$1.51K | 0.01% | 591 |
|
|
2019
Q1 | $107K | Buy |
+2,060
| New | +$107K | 0.01% | 575 |
|
|
2018
Q4 | – | Sell |
-2,060
| Closed | -$99.7K | – | 2113 |
|
|
2018
Q3 | $99.7K | Hold |
2,060
| – | – | 0.01% | 589 |
|
|
2018
Q2 | $101K | Hold |
2,060
| – | – | 0.01% | 562 |
|
|
2018
Q1 | $93K | Buy |
+2,060
| New | +$93K | 0.01% | 564 |
|