Sound Income Strategies’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
$1.19K Hold
21
﹤0.01% 1341
2025
Q1
$1.21K Hold
21
﹤0.01% 1317
2024
Q4
$1.2K Hold
21
﹤0.01% 1256
2024
Q3
$1.29K Sell
21
-5
-19% -$308 ﹤0.01% 1207
2024
Q2
$1.41K Sell
26
-107
-80% -$5.82K ﹤0.01% 1153
2024
Q1
$7.13K Sell
133
-27
-17% -$1.45K ﹤0.01% 834
2023
Q4
$8.71K Buy
160
+139
+662% +$7.57K ﹤0.01% 769
2023
Q3
$991 Hold
21
﹤0.01% 1002
2023
Q2
$1.08K Hold
21
﹤0.01% 966
2023
Q1
$1.06K Hold
21
﹤0.01% 926
2022
Q4
$1.04K Buy
+21
New +$1.04K ﹤0.01% 855