Strategic Wealth Partners’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
Q3 | $2.88K | Sell |
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|
2025
Q2 | $6.45K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $678K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $20.3K | Sell |
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|
2019
Q2 | $99K | Sell |
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|
2019
Q1 | $234K | Sell |
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|
2018
Q4 | $221K | Buy |
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|
2018
Q3 | $34K | Hold |
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|
2018
Q2 | $35K | Sell |
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|
2018
Q1 | $32K | Buy |
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|
2017
Q4 | $12K | Buy |
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