Wealth Enhancement Advisory Services’s iShares Core US REIT ETF USRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.3M | Buy |
495,503
+1,721
| +0.3% | +$98.4K | 0.05% | 335 |
|
|
2025
Q1 | $28.4M | Sell |
493,782
-29,817
| -6% | -$1.72M | 0.05% | 315 |
|
|
2024
Q4 | $30M | Buy |
523,599
+10,654
| +2% | +$611K | 0.06% | 293 |
|
|
2024
Q3 | $31.6M | Sell |
512,945
-14,949
| -3% | -$920K | 0.07% | 274 |
|
|
2024
Q2 | $28.3M | Buy |
527,894
+10,141
| +2% | +$543K | 0.07% | 271 |
|
|
2024
Q1 | $27.9M | Sell |
517,753
-170,069
| -25% | -$9.15M | 0.07% | 258 |
|
|
2023
Q4 | $37.3M | Sell |
687,822
-72,514
| -10% | -$3.94M | 0.11% | 190 |
|
|
2023
Q3 | $35.9M | Buy |
760,336
+544,608
| +252% | +$25.7M | 0.12% | 177 |
|
|
2023
Q2 | $11.1M | Sell |
215,728
-5,131
| -2% | -$264K | 0.12% | 84 |
|
|
2023
Q1 | $11.1M | Sell |
220,859
-431,369
| -66% | -$21.7M | 0.13% | 85 |
|
|
2022
Q4 | $35M | Buy |
652,228
+13,839
| +2% | +$742K | 0.45% | 40 |
|
|
2022
Q3 | $29.4M | Buy |
638,389
+1,134
| +0.2% | +$52.3K | 0.42% | 42 |
|
|
2022
Q2 | $34.4M | Sell |
637,255
-13,361
| -2% | -$721K | 0.48% | 39 |
|
|
2022
Q1 | $42.6M | Sell |
650,616
-45,375
| -7% | -$2.97M | 0.57% | 35 |
|
|
2021
Q4 | $43.5M | Buy |
695,991
+26,740
| +4% | +$1.67M | 0.62% | 35 |
|
|
2021
Q3 | $42.3M | Buy |
669,251
+12,162
| +2% | +$769K | 0.62% | 33 |
|
|
2021
Q2 | $39.9M | Buy |
657,089
+72,533
| +12% | +$4.4M | 0.64% | 31 |
|
|
2021
Q1 | $31.4M | Buy |
584,556
+526,646
| +909% | +$28.3M | 0.57% | 38 |
|
|
2020
Q4 | $2.8M | Buy |
57,910
+20,914
| +57% | +$1.01M | 0.06% | 100 |
|
|
2020
Q3 | $1.73M | Buy |
36,996
+11,011
| +42% | +$514K | 0.05% | 132 |
|
|
2020
Q2 | $1.14M | Buy |
25,985
+16,911
| +186% | +$741K | 0.03% | 168 |
|
|
2020
Q1 | $382K | Buy |
+9,074
| New | +$382K | 0.01% | 192 |
|