Alpha Financial Partners’s iShares Core US REIT ETF USRT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$378K Buy
2023
Q4
Sell
2023
Q3
$553K Sell
2023
Q2
$635K Sell
2023
Q1
$864K Sell
2022
Q4
$1.04M Buy