TPG Financial Advisors’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
Q2 | $5.89M | Buy |
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|
2025
Q1 | $5.48M | Sell |
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|
2024
Q4 | $5.5M | Buy |
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|
2024
Q3 | $5.72M | Sell |
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|
2024
Q2 | $9.87M | Buy |
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|
2023
Q4 | $9.17M | Sell |
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|
2023
Q3 | $9.31M | Buy |
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|
2023
Q2 | $8.39M | Buy |
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|
2023
Q1 | $7.75M | Buy |
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|
2022
Q4 | $6.72M | Sell |
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|
2022
Q3 | $7.18M | Buy |
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|
2022
Q2 | $8.06M | Buy |
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|
2022
Q1 | $9.56M | Sell |
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|
2021
Q4 | $10.5M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $1.82M | Buy |
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|
2019
Q4 | $2.53M | Buy |
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|
2019
Q3 | $2.46M | Buy |
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|
2019
Q2 | $2.37M | Buy |
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|
2019
Q1 | $2.25M | Sell |
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|
2018
Q4 | $2M | Buy |
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