Topel & Distasi Wealth Management’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 | $4.36M | Buy |
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|
2025
Q2 | $4.04M | Sell |
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|
2025
Q1 | $4.72M | Buy |
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|
2024
Q4 | $4.66M | Buy |
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|
2024
Q3 | $4.97M | Sell |
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|
2024
Q2 | $4.57M | Buy |
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|
2024
Q1 | $4.53M | Buy |
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|
2023
Q4 | $4.52M | Buy |
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|
2023
Q3 | $3.85M | Buy |
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|
2023
Q2 | $4.05M | Buy |
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|
2023
Q1 | $3.94M | Buy |
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|
2022
Q4 | $3.52M | Buy |
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|
2022
Q3 | $3.6M | Buy |
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|
2022
Q2 | $3.31M | Buy |
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|
2022
Q1 | $3.96M | Sell |
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|
2021
Q4 | $4.26M | Buy |
|