Vise Technologies’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 | $2.44M | Buy |
+43,172
| New | +$2.44M | 0.1% | 214 |
|
|
2024
Q4 | $1.24M | Buy |
21,671
+1,139
| +6% | +$65.3K | 0.1% | 206 |
|
|
2024
Q3 | $1.26M | Sell |
20,532
-2,647
| -11% | -$163K | 0.16% | 131 |
|
|
2024
Q2 | $1.24M | Buy |
23,179
+5,169
| +29% | +$277K | 0.22% | 95 |
|
|
2024
Q1 | $969K | Buy |
18,010
+886
| +5% | +$47.7K | 0.19% | 112 |
|
|
2023
Q4 | $930K | Sell |
17,124
-12,569
| -42% | -$682K | 0.2% | 118 |
|
|
2023
Q3 | $1.4M | Buy |
29,693
+2,558
| +9% | +$121K | 0.34% | 76 |
|
|
2023
Q2 | $1.4M | Buy |
27,135
+6,689
| +33% | +$344K | 0.34% | 73 |
|
|
2023
Q1 | $1.03M | Buy |
20,446
+2,690
| +15% | +$136K | 0.27% | 84 |
|
|
2022
Q4 | $878K | Buy |
17,756
+6,904
| +64% | +$341K | 0.27% | 89 |
|
|
2022
Q3 | $515K | Buy |
10,852
+4,987
| +85% | +$237K | 0.19% | 120 |
|
|
2022
Q2 | $313K | Buy |
+5,865
| New | +$313K | 0.12% | 190 |
|