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

Alpha Financial Partners’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
2026
Q1 		$1.82M Buy
30,718
+1,377
+5% +$82.7K 1.08% 18
2025
Q4 		$1.67M Buy
29,341
+20,467
+231% +$1.19M 1.02% 17
2025
Q3 		$521K Buy
8,874
+2,187
+33% +$126K 0.34% 46
2025
Q2 		$378K Buy
+6,687
New +$375K 0.27% 55
2023
Q4 		– Sell
-11,719
Closed -$553K – 93
2023
Q3 		$553K Sell
11,719
-640
-5% -$32.8K 0.64% 30
2023
Q2 		$635K Sell
12,359
-4,792
-28% -$240K 0.68% 29
2023
Q1 		$864K Sell
17,151
-3,817
-18% -$198K 0.97% 20
2022
Q4 		$1.04M Buy
+20,968
New +$1.04M 1.26% 17

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