Spectrum Wealth Counsel’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 | $380K | Hold |
6,597
| – | – | 0.05% | 99 |
|
|
2024
Q4 | $378K | Sell |
6,597
-65
| -1% | -$3.73K | 0.04% | 101 |
|
|
2024
Q3 | $410K | Hold |
6,662
| – | – | 0.05% | 99 |
|
|
2024
Q2 | $357K | Hold |
6,662
| – | – | 0.05% | 101 |
|
|
2024
Q1 | $358K | Hold |
6,662
| – | – | 0.04% | 115 |
|
|
2023
Q4 | $362K | Buy |
+6,662
| New | +$362K | 0.05% | 109 |
|