Visionary Wealth 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
Q3 | $4.61M | Buy |
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|
2025
Q2 | $4.17M | Buy |
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|
2025
Q1 | $4.21M | Buy |
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|
2024
Q4 | $4.12M | Sell |
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|
2024
Q3 | $4.45M | Sell |
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|
2024
Q2 | $3.89M | Buy |
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|
2024
Q1 | $3.75M | Sell |
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|
2023
Q4 | $3.87M | Buy |
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|
2023
Q3 | $3.25M | Buy |
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|
2023
Q2 | $3.51M | Buy |
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|
2023
Q1 | $3.4M | Sell |
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|
2022
Q4 | $3.76M | Sell |
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|
2022
Q3 | $3.62M | Sell |
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|
2022
Q2 | $4.3M | Buy |
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|
2022
Q1 | $4.81M | Buy |
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