River Street Advisors’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 | $786K | Buy |
13,894
+12
| +0.1% | +$679 | 0.34% | 77 |
|
|
2025
Q1 | $800K | Buy |
13,882
+68
| +0.5% | +$3.92K | 0.4% | 72 |
|
|
2024
Q4 | $792K | Buy |
13,814
+511
| +4% | +$29.3K | 0.4% | 70 |
|
|
2024
Q3 | $819K | Buy |
13,303
+1,204
| +10% | +$74.1K | 0.44% | 65 |
|
|
2024
Q2 | $648K | Buy |
12,099
+5,002
| +70% | +$268K | 0.4% | 72 |
|
|
2024
Q1 | $382K | Buy |
7,097
+503
| +8% | +$27.1K | 0.26% | 95 |
|
|
2023
Q4 | $358K | Buy |
6,594
+74
| +1% | +$4.02K | 0.29% | 89 |
|
|
2023
Q3 | $308K | Sell |
6,520
-267
| -4% | -$12.6K | 0.29% | 89 |
|
|
2023
Q2 | $349K | Buy |
6,787
+291
| +4% | +$15K | 0.33% | 83 |
|
|
2023
Q1 | $327K | Buy |
6,496
+142
| +2% | +$7.16K | 0.32% | 87 |
|
|
2022
Q4 | $314K | Buy |
+6,354
| New | +$314K | 0.34% | 84 |
|