Sequoia 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
Q3 | $239K | Buy |
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|
2025
Q2 | $229K | Sell |
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|
2025
Q1 | $279K | Sell |
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|
2024
Q4 | $280K | Buy |
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|
2024
Q3 | $269K | Sell |
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|
2024
Q2 | $239K | Sell |
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|
2024
Q1 | $241K | Sell |
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|
2023
Q4 | $875K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $206K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $216K | Sell |
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|
2022
Q1 | $290K | Sell |
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|
2021
Q4 | $431K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $467K | Buy |
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|
2021
Q1 | $419K | Sell |
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|
2020
Q4 | $388K | Buy |
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|
2020
Q3 | $350K | Sell |
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|
2020
Q2 | $350K | Sell |
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|
2020
Q1 | $339K | Sell |
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|
2019
Q4 | $613K | Buy |
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|
2019
Q3 | $614K | Sell |
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|
2019
Q2 | $857K | Sell |
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|
2019
Q1 | $881K | Sell |
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|
2018
Q4 | $836K | Buy |
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