Steward Partners Investment Advisory’s iShares Core US REIT ETF USRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $51.1K | Hold |
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2025
Q1 | $52.1K | Hold |
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2024
Q4 | $51.8K | Hold |
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|
2024
Q3 | $55.7K | Hold |
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|
2024
Q2 | $48.4K | Sell |
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|
2024
Q1 | $109K | Hold |
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|
2023
Q4 | $110K | Buy |
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|
2023
Q3 | $94.1K | Sell |
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|
2023
Q2 | $122K | Hold |
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|
2023
Q1 | $120K | Hold |
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|
2022
Q4 | $117K | Hold |
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|
2022
Q3 | $113K | Hold |
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|
2022
Q2 | $127K | Hold |
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|
2022
Q1 | $154K | Hold |
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|
2021
Q4 | $161K | Hold |
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|
2021
Q3 | $139K | Buy |
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|
2021
Q2 | $117K | Sell |
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|
2021
Q1 | $193K | Buy |
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|
2020
Q4 | $122K | Sell |
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|
2020
Q3 | $114K | Buy |
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|
2020
Q2 | $64K | Hold |
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|
2020
Q1 | $58K | Buy |
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|
2019
Q4 | $53K | Hold |
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|
2019
Q3 | $54K | Sell |
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|
2019
Q2 | $81K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $47K | Buy |
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