Sequoia 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 | $229K | Sell |
4,050
-800
| -16% | -$45.3K | ﹤0.01% | 1407 |
|
|
2025
Q1 | $279K | Sell |
4,850
-40
| -0.8% | -$2.3K | ﹤0.01% | 1087 |
|
|
2024
Q4 | $280K | Buy |
4,890
+515
| +12% | +$29.5K | ﹤0.01% | 1046 |
|
|
2024
Q3 | $269K | Sell |
4,375
-96
| -2% | -$5.91K | ﹤0.01% | 1020 |
|
|
2024
Q2 | $239K | Sell |
4,471
-8
| -0.2% | -$429 | ﹤0.01% | 995 |
|
|
2024
Q1 | $241K | Sell |
4,479
-11,633
| -72% | -$626K | ﹤0.01% | 957 |
|
|
2023
Q4 | $875K | Buy |
+16,112
| New | +$875K | 0.01% | 566 |
|
|
2023
Q3 | – | Sell |
-3,999
| Closed | -$206K | – | 1004 |
|
|
2023
Q2 | $206K | Buy |
+3,999
| New | +$206K | ﹤0.01% | 857 |
|
|
2022
Q3 | – | Sell |
-4,044
| Closed | -$216K | – | 588 |
|
|
2022
Q2 | $216K | Sell |
4,044
-439
| -10% | -$23.4K | 0.01% | 527 |
|
|
2022
Q1 | $290K | Sell |
4,483
-1,892
| -30% | -$122K | 0.01% | 512 |
|
|
2021
Q4 | $431K | Buy |
+6,375
| New | +$431K | 0.01% | 359 |
|
|
2021
Q3 | – | Sell |
-7,999
| Closed | -$467K | – | 442 |
|
|
2021
Q2 | $467K | Buy |
7,999
+2
| +0% | +$117 | 0.02% | 291 |
|
|
2021
Q1 | $419K | Sell |
7,997
-13
| -0.2% | -$681 | 0.02% | 279 |
|
|
2020
Q4 | $388K | Buy |
8,010
+15
| +0.2% | +$727 | 0.02% | 283 |
|
|
2020
Q3 | $350K | Sell |
7,995
-59
| -0.7% | -$2.58K | 0.02% | 275 |
|
|
2020
Q2 | $350K | Sell |
8,054
-609
| -7% | -$26.5K | 0.02% | 270 |
|
|
2020
Q1 | $339K | Sell |
8,663
-2,569
| -23% | -$101K | 0.03% | 247 |
|
|
2019
Q4 | $613K | Buy |
11,232
+179
| +2% | +$9.77K | 0.04% | 191 |
|
|
2019
Q3 | $614K | Sell |
11,053
-5,416
| -33% | -$301K | 0.04% | 173 |
|
|
2019
Q2 | $857K | Sell |
16,469
-556
| -3% | -$28.9K | 0.06% | 140 |
|
|
2019
Q1 | $881K | Sell |
17,025
-1,616
| -9% | -$83.6K | 0.07% | 129 |
|
|
2018
Q4 | $836K | Buy |
+18,641
| New | +$836K | 0.1% | 113 |
|