Aptus Capital Advisors’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
2026 Q1	$133K	Buy	2,248 +179	+9%	+$10.8K	﹤0.01%	1086
2025 Q4	$118K	Hold	2,069	–	–	﹤0.01%	1137
2025 Q3	$121K	Buy	2,069 +366	+21%	+$21K	﹤0.01%	1084
2025 Q2	$96.3K	Sell	1,703 -14,488	-89%	-$812K	﹤0.01%	1082
2025 Q1	$933K	Sell	16,191 -4,706	-23%	-$273K	0.01%	524
2024 Q4	$1.2M	Buy	20,897 +2,794	+15%	+$168K	0.01%	472
2024 Q3	$1.11M	Buy	18,103 +243	+1%	+$14.2K	0.02%	391
2024 Q2	$957K	Buy	17,860 +8,117	+83%	+$421K	0.02%	401
2024 Q1	$524K	Buy	+9,743	New	+$516K	0.01%	506
2023 Q1	–	Sell	-7	Closed	-$346	–	898
2022 Q4	$346	Buy	7 +5	+250%	+$248	﹤0.01%	782
2022 Q3	$0	Sell	2 -1	-33%	-$55	﹤0.01%	821
2022 Q2	$0	Hold	3	–	–	﹤0.01%	743
2022 Q1	$0	Buy	+3	New	+$188	﹤0.01%	736