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AJ Wealth Strategies’s iShares Core US REIT ETF USRT Stock Holding History

AJ Wealth Strategies’s Portfolio USRT Stock Details USRT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-11,212
Closed -$565K – 304
2023
Q1 		$565K Hold
11,212
– – 0.03% 168
2022
Q4 		$554K Buy
+11,212
New +$554K 0.03% 176