Aletheian Wealth Advisors’s iShares Core US REIT ETF USRT Stock Holding History

Aletheian Wealth Advisors’s Portfolio USRT Stock Details USRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$229K	Sell
2025 Q1	$233K	Buy
2024 Q4	$232K	Hold
2024 Q3	$249K	Sell
2024 Q2	$373K	Hold
2024 Q1	$375K	Sell
2023 Q4	$379K	Buy