Strategic Financial Planning’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 | $1M | Buy |
17,737
+2
| +0% | +$113 | 0.62% | 26 |
|
|
2025
Q1 | $1.02M | Buy |
17,735
+1
| +0% | +$58 | 0.7% | 24 |
|
|
2024
Q4 | $1.02M | Sell |
17,734
-40
| -0.2% | -$2.29K | 0.69% | 24 |
|
|
2024
Q3 | $1.09M | Sell |
17,774
-278
| -2% | -$17.1K | 0.72% | 24 |
|
|
2024
Q2 | $967K | Buy |
18,052
+242
| +1% | +$13K | 0.7% | 23 |
|
|
2024
Q1 | $958K | Sell |
17,810
-412
| -2% | -$22.2K | 0.72% | 22 |
|
|
2023
Q4 | $989K | Buy |
+18,222
| New | +$989K | 0.77% | 23 |
|
|
2022
Q3 | – | Sell |
-6,603
| Closed | -$353K | – | 34 |
|
|
2022
Q2 | $353K | Buy |
+6,603
| New | +$353K | 0.34% | 29 |
|