RTD Financial 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 | – | Sell |
-3,575
| Closed | -$206K | – | 121 |
|
|
2025
Q1 | $206K | Sell |
3,575
-7,159
| -67% | -$412K | 0.03% | 115 |
|
|
2024
Q4 | $615K | Sell |
10,734
-10,819
| -50% | -$620K | 0.08% | 75 |
|
|
2024
Q3 | $1.33M | Sell |
21,553
-1,197
| -5% | -$73.7K | 0.17% | 60 |
|
|
2024
Q2 | $1.22M | Sell |
22,750
-3,514
| -13% | -$188K | 0.16% | 61 |
|
|
2024
Q1 | $1.41M | Hold |
26,264
| – | – | 0.19% | 56 |
|
|
2023
Q4 | $1.43M | Buy |
26,264
+766
| +3% | +$41.6K | 0.2% | 55 |
|
|
2023
Q3 | $1.2M | Buy |
25,498
+3,514
| +16% | +$166K | 0.18% | 55 |
|
|
2023
Q2 | $1.13M | Hold |
21,984
| – | – | 0.16% | 56 |
|
|
2023
Q1 | $1.11M | Buy |
21,984
+7,284
| +50% | +$367K | 0.17% | 55 |
|
|
2022
Q4 | $727K | Sell |
14,700
-417
| -3% | -$20.6K | 0.12% | 63 |
|
|
2022
Q3 | $718K | Sell |
15,117
-3,346
| -18% | -$159K | 0.13% | 59 |
|
|
2022
Q2 | $986K | Buy |
18,463
+252
| +1% | +$13.5K | 0.15% | 61 |
|
|
2022
Q1 | $1.18M | Sell |
18,211
-406
| -2% | -$26.2K | 0.16% | 58 |
|
|
2021
Q4 | $1.26M | Buy |
+18,617
| New | +$1.26M | 0.16% | 58 |
|