Visionary 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 | $4.17M | Buy |
73,730
+669
| +0.9% | +$37.8K | 0.21% | 114 |
|
|
2025
Q1 | $4.21M | Buy |
73,061
+1,144
| +2% | +$65.9K | 0.25% | 105 |
|
|
2024
Q4 | $4.12M | Sell |
71,917
-391
| -0.5% | -$22.4K | 0.24% | 108 |
|
|
2024
Q3 | $4.45M | Sell |
72,308
-366
| -0.5% | -$22.5K | 0.27% | 96 |
|
|
2024
Q2 | $3.89M | Buy |
72,674
+2,970
| +4% | +$159K | 0.25% | 101 |
|
|
2024
Q1 | $3.75M | Sell |
69,704
-1,555
| -2% | -$83.7K | 0.25% | 108 |
|
|
2023
Q4 | $3.87M | Buy |
71,259
+2,439
| +4% | +$132K | 0.28% | 98 |
|
|
2023
Q3 | $3.25M | Buy |
68,820
+619
| +0.9% | +$29.2K | 0.26% | 103 |
|
|
2023
Q2 | $3.51M | Buy |
68,201
+669
| +1% | +$34.4K | 0.28% | 96 |
|
|
2023
Q1 | $3.4M | Sell |
67,532
-8,494
| -11% | -$428K | 0.29% | 91 |
|
|
2022
Q4 | $3.76M | Sell |
76,026
-130
| -0.2% | -$6.43K | 0.35% | 81 |
|
|
2022
Q3 | $3.62M | Sell |
76,156
-4,407
| -5% | -$209K | 0.38% | 72 |
|
|
2022
Q2 | $4.3M | Buy |
80,563
+6,131
| +8% | +$327K | 0.39% | 71 |
|
|
2022
Q1 | $4.81M | Buy |
+74,432
| New | +$4.81M | 0.39% | 70 |
|