Ritholtz Wealth Management’s iShares Core US REIT ETF USRT Stock Holding History

Ritholtz Wealth Management’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	$296K	Sell	4,996 -14	-0.3%	-$841	0.01%	982
2025 Q4	$285K	Hold	5,010	–	–	0.01%	916
2025 Q3	$294K	Sell	5,010 -191	-4%	-$11K	0.01%	840
2025 Q2	$294K	Sell	5,201 -162	-3%	-$9.08K	0.01%	797
2025 Q1	$309K	Buy	5,363 +19	+0.4%	+$1.1K	0.01%	738
2024 Q4	$306K	Hold	5,344	–	–	0.01%	697
2024 Q3	$329K	Sell	5,344 -10	-0.2%	-$584	0.01%	676
2024 Q2	$287K	Sell	5,354 -2,856	-35%	-$148K	0.01%	663
2024 Q1	$442K	Sell	8,210 -2,673	-25%	-$142K	0.02%	548
2023 Q4	$591K	Buy	10,883 +78	+0.7%	+$3.81K	0.02%	452
2023 Q3	$510K	Hold	10,805	–	–	0.02%	453
2023 Q2	$555K	Sell	10,805 -1,505	-12%	-$75.3K	0.03%	411
2023 Q1	$620K	Sell	12,310 -190	-2%	-$9.84K	0.03%	355
2022 Q4	$618K	Sell	12,500 -50	-0.4%	-$2.48K	0.03%	327
2022 Q3	$596K	Sell	12,550 -469	-4%	-$25.8K	0.03%	353
2022 Q2	$695K	Hold	13,019	–	–	0.04%	248
2022 Q1	$842K	Sell	13,019 -696	-5%	-$43.7K	0.06%	214
2021 Q4	$927K	Buy	13,715 +305	+2%	+$19.4K	0.06%	180
2021 Q3	$786K	Hold	13,410	–	–	0.05%	180
2021 Q2	$782K	Hold	13,410	–	–	0.06%	183
2021 Q1	$703K	Hold	13,410	–	–	0.06%	155
2020 Q4	$649K	Sell	13,410 -1,929	-13%	-$89.9K	0.06%	126
2020 Q3	$671K	Sell	15,339 -255	-2%	-$11.4K	0.08%	106
2020 Q2	$678K	Sell	15,594 -514	-3%	-$21.6K	0.09%	89
2020 Q1	$631K	Sell	16,108 -4,249	-21%	-$217K	0.1%	67
2019 Q4	$1.11M	Sell	20,357 -44	-0.2%	-$2.42K	0.16%	47
2019 Q3	$1.13M	Sell	20,401 -755	-4%	-$40.6K	0.18%	44
2019 Q2	$1.1M	Sell	21,156 -5,038	-19%	-$262K	0.19%	38
2019 Q1	$1.35M	Sell	26,194 -71,703	-73%	-$3.55M	0.25%	36
2018 Q4	$4.39M	Buy	97,897 +92,219	+1,624%	+$4.37M	1%	21
2018 Q3	$275K	Buy	5,678 +110	+2%	+$5.48K	0.07%	94
2018 Q2	$274K	Buy	5,568 +467	+9%	+$21.8K	0.07%	94
2018 Q1	$230K	Buy	+5,101	New	+$234K	0.07%	103