Windsor Capital Management’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
Q3 | $3.8M | Buy |
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|
2025
Q2 | $3.41M | Buy |
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|
2025
Q1 | $3.36M | Buy |
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|
2024
Q4 | $3.31M | Sell |
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|
2024
Q3 | $3.6M | Sell |
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|
2024
Q2 | $3.17M | Buy |
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|
2024
Q1 | $2.97M | Buy |
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|
2023
Q4 | $2.92M | Buy |
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|
2023
Q3 | $2.46M | Buy |
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|
2023
Q2 | $2.63M | Buy |
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|
2023
Q1 | $2.44M | Buy |
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|
2022
Q4 | $2.21M | Buy |
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|
2022
Q3 | $2.09M | Buy |
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|
2022
Q2 | $2.29M | Buy |
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|
2022
Q1 | $2.74M | Sell |
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|
2021
Q4 | $2.87M | Buy |
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|
2021
Q3 | $2.39M | Buy |
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|
2021
Q2 | $2.36M | Buy |
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|
2021
Q1 | $2.09M | Buy |
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|
2020
Q4 | $1.64M | Buy |
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|
2020
Q3 | $1.32M | Buy |
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|
2020
Q2 | $1.17M | Buy |
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|
2020
Q1 | $784K | Buy |
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|
2019
Q4 | $987K | Buy |
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|
2019
Q3 | $830K | Buy |
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|
2019
Q2 | $632K | Buy |
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|
2019
Q1 | $569K | Buy |
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|
2018
Q4 | $429K | Buy |
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|
2018
Q3 | $365K | Buy |
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|
2018
Q2 | $292K | Buy |
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