VERITY Wealth Advisors’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 | $339K | Hold |
5,996
| – | – | 0.23% | 65 |
|
|
2025
Q1 | $345K | Hold |
5,996
| – | – | 0.26% | 58 |
|
|
2024
Q4 | $344K | Hold |
5,996
| – | – | 0.25% | 60 |
|
|
2024
Q3 | $369K | Hold |
5,996
| – | – | 0.26% | 61 |
|
|
2024
Q2 | $321K | Hold |
5,996
| – | – | 0.24% | 62 |
|
|
2024
Q1 | $323K | Buy |
5,996
+2,199
| +58% | +$118K | 0.25% | 63 |
|
|
2023
Q4 | $206K | Buy |
+3,797
| New | +$206K | 0.18% | 69 |
|