YHB Investment Advisors’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 | $567K | Buy |
10,032
+40
| +0.4% | +$2.26K | 0.04% | 203 |
|
|
2025
Q1 | $576K | Buy |
9,992
+459
| +5% | +$26.4K | 0.05% | 193 |
|
|
2024
Q4 | $546K | Buy |
9,533
+3,184
| +50% | +$182K | 0.04% | 193 |
|
|
2024
Q3 | $391K | Sell |
6,349
-407
| -6% | -$25.1K | 0.03% | 219 |
|
|
2024
Q2 | $362K | Sell |
6,756
-218
| -3% | -$11.7K | 0.03% | 223 |
|
|
2024
Q1 | $375K | Buy |
6,974
+2,948
| +73% | +$159K | 0.03% | 215 |
|
|
2023
Q4 | $219K | Buy |
+4,026
| New | +$219K | 0.02% | 253 |
|