Sunbelt Securities’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 | $792K | Buy |
13,814
+105
| +0.8% | +$6.02K | 0.07% | 245 |
|
|
2025
Q1 | $790K | Sell |
13,709
-105
| -0.8% | -$6.05K | 0.07% | 230 |
|
|
2024
Q4 | $783K | Buy |
13,814
+6
| +0% | +$340 | 0.07% | 247 |
|
|
2024
Q3 | $850K | Buy |
13,808
+9,983
| +261% | +$615K | 0.08% | 232 |
|
|
2024
Q2 | $205K | Hold |
3,825
| – | – | 0.02% | 550 |
|
|
2024
Q1 | $206K | Hold |
3,825
| – | – | 0.02% | 526 |
|
|
2023
Q4 | $208K | Sell |
3,825
-269
| -7% | -$14.6K | 0.03% | 477 |
|
|
2023
Q3 | $193K | Hold |
4,094
| – | – | 0.03% | 488 |
|
|
2023
Q2 | $210K | Hold |
4,094
| – | – | 0.03% | 452 |
|
|
2023
Q1 | $202K | Hold |
4,094
| – | – | 0.03% | 435 |
|
|
2022
Q4 | $202K | Buy |
+4,094
| New | +$202K | 0.04% | 434 |
|