Wealth Enhancement Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $25.3M | Sell |
420,291
-68,060
| -14% | -$4.09M | 0.06% | 321 |
|
|
2025
Q4 | $28.1M | Buy |
488,351
+19,467
| +4% | +$1.13M | 0.04% | 385 |
|
|
2025
Q3 | $27.2M | Sell |
468,884
-26,619
| -5% | -$1.53M | 0.04% | 365 |
|
|
2025
Q2 | $28.3M | Buy |
495,503
+1,721
| +0.3% | +$96.5K | 0.05% | 335 |
|
|
2025
Q1 | $28.4M | Sell |
493,782
-29,817
| -6% | -$1.73M | 0.05% | 315 |
|
|
2024
Q4 | $30M | Buy |
523,599
+10,654
| +2% | +$641K | 0.06% | 293 |
|
|
2024
Q3 | $31.6M | Sell |
512,945
-14,949
| -3% | -$873K | 0.07% | 274 |
|
|
2024
Q2 | $28.3M | Buy |
527,894
+10,141
| +2% | +$526K | 0.07% | 271 |
|
|
2024
Q1 | $27.9M | Sell |
517,753
-170,069
| -25% | -$9.01M | 0.07% | 258 |
|
|
2023
Q4 | $37.3M | Sell |
687,822
-72,514
| -10% | -$3.55M | 0.11% | 190 |
|
|
2023
Q3 | $35.9M | Buy |
760,336
+544,608
| +252% | +$27.9M | 0.12% | 177 |
|
|
2023
Q2 | $11.1M | Sell |
215,728
-5,131
| -2% | -$257K | 0.12% | 84 |
|
|
2023
Q1 | $11.1M | Sell |
220,859
-431,369
| -66% | -$22.3M | 0.13% | 85 |
|
|
2022
Q4 | $35M | Buy |
652,228
+13,839
| +2% | +$686K | 0.45% | 40 |
|
|
2022
Q3 | $29.4M | Buy |
638,389
+1,134
| +0.2% | +$62.4K | 0.42% | 42 |
|
|
2022
Q2 | $34.4M | Sell |
637,255
-13,361
| -2% | -$786K | 0.48% | 39 |
|
|
2022
Q1 | $42.6M | Sell |
650,616
-45,375
| -7% | -$2.85M | 0.57% | 35 |
|
|
2021
Q4 | $43.5M | Buy |
695,991
+26,740
| +4% | +$1.7M | 0.62% | 35 |
|
|
2021
Q3 | $42.3M | Buy |
669,251
+12,162
| +2% | +$740K | 0.62% | 33 |
|
|
2021
Q2 | $39.9M | Buy |
657,089
+72,533
| +12% | +$4.12M | 0.64% | 31 |
|
|
2021
Q1 | $31.4M | Buy |
584,556
+526,646
| +909% | +$26.5M | 0.57% | 38 |
|
|
2020
Q4 | $2.8M | Buy |
57,910
+20,914
| +57% | +$975K | 0.06% | 100 |
|
|
2020
Q3 | $1.73M | Buy |
36,996
+11,011
| +42% | +$491K | 0.05% | 133 |
|
|
2020
Q2 | $1.14M | Buy |
25,985
+16,911
| +186% | +$709K | 0.03% | 169 |
|
|
2020
Q1 | $382K | Buy |
+9,074
| New | +$463K | 0.01% | 192 |
|
Other funds holding USRT
GT
RIM
TCOT
SC
DCM