RTD Financial Advisors’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
Q2 | – | Sell |
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|
2025
Q1 | $206K | Sell |
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|
2024
Q4 | $615K | Sell |
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|
2024
Q3 | $1.33M | Sell |
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|
2024
Q2 | $1.22M | Sell |
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|
2024
Q1 | $1.41M | Hold |
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|
2023
Q4 | $1.43M | Buy |
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|
2023
Q3 | $1.2M | Buy |
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|
2023
Q2 | $1.13M | Hold |
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|
2023
Q1 | $1.11M | Buy |
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|
2022
Q4 | $727K | Sell |
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|
2022
Q3 | $718K | Sell |
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|
2022
Q2 | $986K | Buy |
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|
2022
Q1 | $1.18M | Sell |
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|
2021
Q4 | $1.26M | Buy |
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