Roundview Capital’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
Q3 | $211K | Hold |
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|
2025
Q2 | $203K | Sell |
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|
2025
Q1 | $212K | Hold |
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|
2024
Q4 | $211K | Hold |
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|
2024
Q3 | $227K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $201K | Sell |
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|
2023
Q3 | $209K | Hold |
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|
2023
Q2 | $228K | Sell |
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|
2023
Q1 | $224K | Hold |
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|
2022
Q4 | $220K | Sell |
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|
2022
Q3 | $242K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $236K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $365K | Hold |
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|
2019
Q4 | $509K | Buy |
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|
2019
Q3 | $241K | Buy |
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