Values Added Financial’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 | $270K | Hold |
4,771
| – | – | 0.13% | 103 |
|
|
2025
Q1 | $275K | Sell |
4,771
-955
| -17% | -$55K | 0.15% | 96 |
|
|
2024
Q4 | $328K | Hold |
5,726
| – | – | 0.19% | 87 |
|
|
2024
Q3 | $353K | Sell |
5,726
-599
| -9% | -$36.9K | 0.22% | 70 |
|
|
2024
Q2 | $339K | Buy |
6,325
+803
| +15% | +$43K | 0.24% | 66 |
|
|
2024
Q1 | $297K | Sell |
5,522
-190
| -3% | -$10.2K | 0.23% | 67 |
|
|
2023
Q4 | $310K | Buy |
5,712
+520
| +10% | +$28.2K | 0.25% | 64 |
|
|
2023
Q3 | $245K | Sell |
5,192
-31
| -0.6% | -$1.46K | 0.22% | 71 |
|
|
2023
Q2 | $269K | Buy |
+5,223
| New | +$269K | 0.25% | 66 |
|