Roble Belko & Company’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 | $1.88M | Buy |
33,232
+5,994
| +22% | +$339K | 0.27% | 39 |
|
|
2025
Q1 | $1.57M | Sell |
27,238
-1,028
| -4% | -$59.2K | 0.25% | 44 |
|
|
2024
Q4 | $1.62M | Buy |
28,266
+16
| +0.1% | +$917 | 0.26% | 43 |
|
|
2024
Q3 | $1.74M | Sell |
28,250
-251
| -0.9% | -$15.5K | 0.27% | 40 |
|
|
2024
Q2 | $1.53M | Buy |
28,501
+530
| +2% | +$28.4K | 0.26% | 41 |
|
|
2024
Q1 | $1.51M | Sell |
27,971
-316
| -1% | -$17K | 0.26% | 42 |
|
|
2023
Q4 | $1.54M | Buy |
28,287
+4,239
| +18% | +$230K | 0.29% | 40 |
|
|
2023
Q3 | $1.14M | Buy |
24,048
+6,338
| +36% | +$299K | 0.23% | 44 |
|
|
2023
Q2 | $910K | Sell |
17,710
-888
| -5% | -$45.6K | 0.18% | 47 |
|
|
2023
Q1 | $937K | Buy |
18,598
+7,426
| +66% | +$374K | 0.19% | 50 |
|
|
2022
Q4 | $552K | Buy |
11,172
+6,897
| +161% | +$341K | 0.12% | 62 |
|
|
2022
Q3 | $203K | Sell |
4,275
-16,361
| -79% | -$777K | 0.05% | 93 |
|
|
2022
Q2 | $1.1M | Buy |
20,636
+6,843
| +50% | +$365K | 0.25% | 45 |
|
|
2022
Q1 | $892K | Buy |
13,793
+12,287
| +816% | +$795K | 0.17% | 50 |
|
|
2021
Q4 | $102K | Buy |
1,506
+13
| +0.9% | +$880 | 0.02% | 131 |
|
|
2021
Q3 | $88K | Sell |
1,493
-284
| -16% | -$16.7K | 0.02% | 124 |
|
|
2021
Q2 | $104K | Buy |
1,777
+1
| +0.1% | +$59 | 0.02% | 123 |
|
|
2021
Q1 | $93K | Buy |
1,776
+1
| +0.1% | +$52 | 0.02% | 121 |
|
|
2020
Q4 | $86K | Sell |
1,775
-705
| -28% | -$34.2K | 0.02% | 117 |
|
|
2020
Q3 | $108K | Buy |
2,480
+1
| +0% | +$44 | 0.03% | 108 |
|
|
2020
Q2 | $108K | Buy |
2,479
+1
| +0% | +$44 | 0.03% | 109 |
|
|
2020
Q1 | $97K | Buy |
+2,478
| New | +$97K | 0.03% | 116 |
|