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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.3M | Buy |
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|
2025
Q1 | $28.4M | Sell |
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|
2024
Q4 | $30M | Buy |
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|
2024
Q3 | $31.6M | Sell |
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|
2024
Q2 | $28.3M | Buy |
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|
2024
Q1 | $27.9M | Sell |
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|
2023
Q4 | $37.3M | Sell |
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|
2023
Q3 | $35.9M | Buy |
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|
2023
Q2 | $11.1M | Sell |
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|
2023
Q1 | $11.1M | Sell |
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|
2022
Q4 | $35M | Buy |
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|
2022
Q3 | $29.4M | Buy |
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|
2022
Q2 | $34.4M | Sell |
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|
2022
Q1 | $42.6M | Sell |
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|
2021
Q4 | $43.5M | Buy |
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|
2021
Q3 | $42.3M | Buy |
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|
2021
Q2 | $39.9M | Buy |
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|
2021
Q1 | $31.4M | Buy |
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|
2020
Q4 | $2.8M | Buy |
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|
2020
Q3 | $1.73M | Buy |
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|
2020
Q2 | $1.14M | Buy |
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|
2020
Q1 | $382K | Buy |
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