SAS
SMI Advisory Services’s iShares Core US REIT ETF USRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-66,025
| Closed | -$3.69M | – | 62 |
|
|
2024
Q4 | $3.69M | Sell |
66,025
-66,239
| -50% | -$3.7M | 0.85% | 23 |
|
|
2024
Q3 | $7.97M | Buy |
132,264
+91,818
| +227% | +$5.53M | 1.76% | 16 |
|
|
2024
Q2 | $2.17M | Sell |
40,446
-72,011
| -64% | -$3.86M | 0.54% | 27 |
|
|
2024
Q1 | $6.04M | Buy |
+112,457
| New | +$6.04M | 1.7% | 16 |
|