Sheaff Brock Investment 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
Q1 | $265K | Sell |
4,600
-500
| -10% | -$28.8K | 0.02% | 350 |
|
|
2024
Q4 | $292K | Hold |
5,100
| – | – | 0.03% | 338 |
|
|
2024
Q3 | $314K | Hold |
5,100
| – | – | 0.03% | 325 |
|
|
2024
Q2 | $273K | Hold |
5,100
| – | – | 0.03% | 336 |
|
|
2024
Q1 | $274K | Hold |
5,100
| – | – | 0.02% | 360 |
|
|
2023
Q4 | $277K | Hold |
5,100
| – | – | 0.02% | 355 |
|
|
2023
Q3 | $241K | Hold |
5,100
| – | – | 0.02% | 367 |
|
|
2023
Q2 | $262K | Hold |
5,100
| – | – | 0.02% | 369 |
|
|
2023
Q1 | $257K | Hold |
5,100
| – | – | 0.02% | 378 |
|
|
2022
Q4 | $252K | Hold |
5,100
| – | – | 0.02% | 369 |
|
|
2022
Q3 | $242K | Hold |
5,100
| – | – | 0.03% | 371 |
|
|
2022
Q2 | $272K | Buy |
5,100
+300
| +6% | +$16K | 0.02% | 361 |
|
|
2022
Q1 | $310K | Buy |
4,800
+1,650
| +52% | +$107K | 0.02% | 357 |
|
|
2021
Q4 | $213K | Buy |
+3,150
| New | +$213K | 0.01% | 466 |
|