Sheaff Brock Investment 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
Q1 | $265K | Sell |
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|
2024
Q4 | $292K | Hold |
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|
2024
Q3 | $314K | Hold |
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|
2024
Q2 | $273K | Hold |
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|
2024
Q1 | $274K | Hold |
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|
2023
Q4 | $277K | Hold |
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|
2023
Q3 | $241K | Hold |
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|
2023
Q2 | $262K | Hold |
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|
2023
Q1 | $257K | Hold |
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|
2022
Q4 | $252K | Hold |
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|
2022
Q3 | $242K | Hold |
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|
2022
Q2 | $272K | Buy |
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|
2022
Q1 | $310K | Buy |
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|
2021
Q4 | $213K | Buy |
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