Topel & Distasi Wealth Management’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 | $4.04M | Sell |
71,352
-10,588
| -13% | -$599K | 2.12% | 14 |
|
|
2025
Q1 | $4.72M | Buy |
81,940
+567
| +0.7% | +$32.7K | 2.2% | 15 |
|
|
2024
Q4 | $4.66M | Buy |
81,373
+651
| +0.8% | +$37.3K | 2% | 17 |
|
|
2024
Q3 | $4.97M | Sell |
80,722
-4,524
| -5% | -$279K | 2.06% | 16 |
|
|
2024
Q2 | $4.57M | Buy |
85,246
+997
| +1% | +$53.4K | 2.01% | 17 |
|
|
2024
Q1 | $4.53M | Buy |
84,249
+1,078
| +1% | +$58K | 2% | 18 |
|
|
2023
Q4 | $4.52M | Buy |
83,171
+1,492
| +2% | +$81K | 2.15% | 16 |
|
|
2023
Q3 | $3.85M | Buy |
81,679
+2,823
| +4% | +$133K | 2.02% | 17 |
|
|
2023
Q2 | $4.05M | Buy |
78,856
+622
| +0.8% | +$32K | 2.04% | 17 |
|
|
2023
Q1 | $3.94M | Buy |
78,234
+7,048
| +10% | +$355K | 2.06% | 17 |
|
|
2022
Q4 | $3.52M | Buy |
71,186
+96
| +0.1% | +$4.75K | 1.97% | 21 |
|
|
2022
Q3 | $3.6M | Buy |
71,090
+9,053
| +15% | +$458K | 1.99% | 18 |
|
|
2022
Q2 | $3.31M | Buy |
62,037
+796
| +1% | +$42.5K | 1.92% | 18 |
|
|
2022
Q1 | $3.96M | Sell |
61,241
-1,860
| -3% | -$120K | 1.66% | 20 |
|
|
2021
Q4 | $4.27M | Buy |
+63,101
| New | +$4.27M | 1.74% | 18 |
|