Stifel Financial’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 | $663K | Buy |
11,714
+1,601
| +16% | +$90.6K | ﹤0.01% | 2591 |
|
|
2025
Q1 | $583K | Buy |
10,113
+1,009
| +11% | +$58.1K | ﹤0.01% | 2590 |
|
|
2024
Q4 | $522K | Buy |
9,104
+833
| +10% | +$47.7K | ﹤0.01% | 2651 |
|
|
2024
Q3 | $509K | Buy |
8,271
+41
| +0.5% | +$2.52K | ﹤0.01% | 2673 |
|
|
2024
Q2 | $441K | Buy |
8,230
+210
| +3% | +$11.2K | ﹤0.01% | 2706 |
|
|
2024
Q1 | $431K | Sell |
8,020
-695
| -8% | -$37.4K | ﹤0.01% | 2699 |
|
|
2023
Q4 | $473K | Sell |
8,715
-413
| -5% | -$22.4K | ﹤0.01% | 2593 |
|
|
2023
Q3 | $431K | Buy |
9,128
+77
| +0.9% | +$3.63K | ﹤0.01% | 2577 |
|
|
2023
Q2 | $465K | Buy |
9,051
+795
| +10% | +$40.9K | ﹤0.01% | 2567 |
|
|
2023
Q1 | $416K | Sell |
8,256
-184
| -2% | -$9.27K | ﹤0.01% | 2622 |
|
|
2022
Q4 | $417K | Buy |
+8,440
| New | +$417K | ﹤0.01% | 2578 |
|