Waverly 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 | $3.34M | Sell |
59,044
-1,917
| -3% | -$108K | 0.04% | 384 |
|
|
2025
Q1 | $3.51M | Sell |
60,961
-1,879
| -3% | -$108K | 0.04% | 358 |
|
|
2024
Q4 | $3.6M | Sell |
62,840
-873
| -1% | -$50K | 0.06% | 267 |
|
|
2024
Q3 | $3.92M | Sell |
63,713
-387
| -0.6% | -$23.8K | 0.07% | 222 |
|
|
2024
Q2 | $3.43M | Sell |
64,100
-4,101
| -6% | -$220K | 0.07% | 233 |
|
|
2024
Q1 | $3.67M | Buy |
+68,201
| New | +$3.67M | 0.09% | 179 |
|