Wrenne Financial Planning’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 | $436K | Buy |
7,709
+2,758
| +56% | +$156K | 0.2% | 29 |
|
|
2025
Q1 | $285K | Buy |
4,951
+381
| +8% | +$21.9K | 0.15% | 35 |
|
|
2024
Q4 | $262K | Sell |
4,570
-789
| -15% | -$45.2K | 0.15% | 35 |
|
|
2024
Q3 | $330K | Sell |
5,359
-39
| -0.7% | -$2.4K | 0.2% | 29 |
|
|
2024
Q2 | $289K | Buy |
5,398
+65
| +1% | +$3.48K | 0.2% | 31 |
|
|
2024
Q1 | $287K | Sell |
5,333
-7,842
| -60% | -$422K | 0.21% | 27 |
|
|
2023
Q4 | $715K | Buy |
+13,175
| New | +$715K | 0.61% | 20 |
|