RVW Wealth’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 | $323K | Hold |
5,717
| – | – | 0.03% | 137 |
|
|
2025
Q1 | $329K | Hold |
5,717
| – | – | 0.03% | 119 |
|
|
2024
Q4 | $328K | Sell |
5,717
-6,194
| -52% | -$355K | 0.03% | 116 |
|
|
2024
Q3 | $733K | Sell |
11,911
-161
| -1% | -$9.91K | 0.07% | 76 |
|
|
2024
Q2 | $647K | Sell |
12,072
-8,236
| -41% | -$441K | 0.06% | 76 |
|
|
2024
Q1 | $1.09M | Sell |
20,308
-423
| -2% | -$22.8K | 0.11% | 64 |
|
|
2023
Q4 | $1.13M | Hold |
20,731
| – | – | 0.12% | 67 |
|
|
2023
Q3 | $978K | Sell |
20,731
-651
| -3% | -$30.7K | 0.12% | 70 |
|
|
2023
Q2 | $1.1M | Sell |
21,382
-1,189
| -5% | -$61.1K | 0.13% | 69 |
|
|
2023
Q1 | $1.14M | Hold |
22,571
| – | – | 0.14% | 69 |
|
|
2022
Q4 | $1.12M | Sell |
22,571
-39
| -0.2% | -$1.93K | 0.14% | 69 |
|
|
2022
Q3 | $1.07M | Buy |
22,610
+8
| +0% | +$380 | 0.15% | 72 |
|
|
2022
Q2 | $1.21M | Hold |
22,602
| – | – | 0.16% | 71 |
|
|
2022
Q1 | $1.46M | Hold |
22,602
| – | – | 0.17% | 62 |
|
|
2021
Q4 | $1.53M | Sell |
22,602
-8
| -0% | -$541 | 0.17% | 60 |
|
|
2021
Q3 | $1M | Sell |
22,610
-3,273
| -13% | -$145K | 0.12% | 82 |
|
|
2021
Q2 | $2M | Sell |
25,883
-5,093
| -16% | -$394K | 0.25% | 51 |
|
|
2021
Q1 | $2M | Hold |
30,976
| – | – | 0.26% | 51 |
|
|
2020
Q4 | $1M | Buy |
30,976
+39
| +0.1% | +$1.26K | 0.15% | 90 |
|
|
2020
Q3 | $1.35M | Sell |
30,937
-4,675
| -13% | -$204K | 0.23% | 53 |
|
|
2020
Q2 | $1.55M | Buy |
35,612
+2,949
| +9% | +$128K | 0.28% | 49 |
|
|
2020
Q1 | $1.28M | Buy |
+32,663
| New | +$1.28M | 0.3% | 55 |
|