AXS Investments LLC USRT Holdings History

Number of Shares
158,291.00
Current Holdings Value*
$9.12 Mil
% of Portfolio
2.52%
Total Estimate Gain
$6,331.64
% of Total Estimate Gain
0.07%

AXS Investments LLC's iShares Core U.S. REIT ETF Holding Summary

As of 2025-03-31, AXS Investments LLC held 158,291.00 shares of iShares Core U.S. REIT ETF(USRT), totaling $9.12 Mil. This investment constitutes 2.52% of their stock portfolio, and AXS Investments LLC now holds 0.31% of the outstanding iShares Core U.S. REIT ETF(USRT) stock.

The initial trade took place in 2025Q1. And since then AXS Investments LLC has made 1 purchases of USRT, at an average price of $57.92, for a total of 158,291.00 shares. Based on historical transaction data and USRT's current price of $57.96, AXS Investments LLC's estimated gain on his USRT holdings is $6,331.64, reflecting a 0.07% gain to date.

AXS Investments LLC USRT ($57.96) Holding Chart

AXS Investments LLC USRT ($57.96) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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