SageView Advisory Group’s iShares Core US REIT ETF USRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,604
| Closed | -$323K | – | 641 |
|
|
2025
Q1 | $323K | Sell |
5,604
-2,313
| -29% | -$133K | 0.01% | 450 |
|
|
2024
Q4 | $454K | Buy |
+7,917
| New | +$454K | 0.02% | 360 |
|
|
2024
Q2 | – | Sell |
-21,095
| Closed | -$11.1M | – | 776 |
|
|
2024
Q1 | $11.1M | Buy |
21,095
+16,413
| +351% | +$8.63M | 0.56% | 26 |
|
|
2023
Q4 | $246K | Buy |
+4,682
| New | +$246K | 0.01% | 569 |
|