Spartan Planning & Wealth Management’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 | $1.32M | Sell |
23,279
-36,812
| -61% | -$2.08M | 1.13% | 19 |
|
|
2025
Q1 | $3.46M | Sell |
60,091
-6,837
| -10% | -$394K | 3.35% | 10 |
|
|
2024
Q4 | $3.84M | Buy |
+66,928
| New | +$3.84M | 3.5% | 9 |
|
|
2023
Q4 | $6.14M | Buy |
113,143
+86,970
| +332% | +$4.72M | 6.55% | 4 |
|
|
2023
Q3 | $1.23M | Buy |
+26,173
| New | +$1.23M | 1.45% | 14 |
|
|
2022
Q4 | $1.16M | Sell |
23,385
-8,776
| -27% | -$434K | 1.44% | 13 |
|
|
2022
Q3 | $1.53M | Buy |
32,161
+3,508
| +12% | +$167K | 2% | 8 |
|
|
2022
Q2 | $1.53M | Sell |
28,653
-65,737
| -70% | -$3.51M | 2.04% | 5 |
|
|
2022
Q1 | $6.1M | Buy |
+94,390
| New | +$6.1M | 7.63% | 5 |
|