Arkansas Financial Group’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	$418K	Buy	6,811 +165	+2%	+$9.91K	0.06%	74
2025 Q4	$379K	Sell	6,646 -221	-3%	-$12.8K	0.05%	74
2025 Q3	$403K	Buy	6,867 +21	+0.3%	+$1.21K	0.06%	72
2025 Q2	$387K	Buy	6,846 +2,193	+47%	+$123K	0.06%	65
2025 Q1	$244K	Buy	4,653 +976	+27%	+$56.5K	0.04%	70
2024 Q4	$211K	Buy	3,677 +154	+4%	+$9.26K	0.03%	75
2024 Q3	$217K	Buy	+3,523	New	+$206K	0.04%	75
2022 Q4	–	Sell	-4,309	Closed	-$205K	–	64
2022 Q3	$205K	Buy	4,309 +10	+0.2%	+$550	0.05%	48
2022 Q2	$230K	Hold	4,299	–	–	0.05%	47
2022 Q1	$278K	Hold	4,299	–	–	0.06%	40
2021 Q4	$291K	Buy	4,299 +1	+0%	+$64	0.06%	40
2021 Q3	$252K	Sell	4,298 -61	-1%	-$3.71K	0.06%	40
2021 Q2	$254K	Hold	4,359	–	–	0.06%	41
2021 Q1	$228K	Sell	4,359 -614	-12%	-$30.9K	0.05%	42
2020 Q4	$241K	Sell	4,973 -2,934	-37%	-$137K	0.06%	40
2020 Q3	$346K	Sell	7,907 -529	-6%	-$23.6K	0.1%	33
2020 Q2	$366K	Buy	8,436 +749	+10%	+$31.4K	0.12%	31
2020 Q1	$301K	Buy	7,687 +1,826	+31%	+$93.2K	0.11%	30
2019 Q4	$319K	Buy	+5,861	New	+$323K	0.11%	27