Ritholtz Wealth Management’s iShares Core US REIT ETF USRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $294K | Sell |
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|
2025
Q1 | $309K | Buy |
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|
2024
Q4 | $306K | Hold |
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|
2024
Q3 | $329K | Sell |
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|
2024
Q2 | $287K | Sell |
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|
2024
Q1 | $442K | Sell |
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|
2023
Q4 | $591K | Buy |
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|
2023
Q3 | $510K | Hold |
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|
2023
Q2 | $555K | Sell |
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|
2023
Q1 | $620K | Sell |
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|
2022
Q4 | $618K | Sell |
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|
2022
Q3 | $596K | Sell |
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|
2022
Q2 | $695K | Hold |
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|
2022
Q1 | $842K | Sell |
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|
2021
Q4 | $927K | Buy |
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|
2021
Q3 | $786K | Hold |
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|
2021
Q2 | $782K | Hold |
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|
2021
Q1 | $703K | Hold |
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|
2020
Q4 | $649K | Sell |
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|
2020
Q3 | $671K | Sell |
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|
2020
Q2 | $678K | Sell |
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|
2020
Q1 | $631K | Sell |
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|
2019
Q4 | $1.11M | Sell |
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|
2019
Q3 | $1.13M | Sell |
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|
2019
Q2 | $1.1M | Sell |
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|
2019
Q1 | $1.35M | Sell |
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|
2018
Q4 | $4.39M | Buy |
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|
2018
Q3 | $275K | Buy |
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|
2018
Q2 | $274K | Buy |
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|
2018
Q1 | $230K | Buy |
|