Atwood & Palmer’s iShares Core US REIT ETF USRT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$17.1K	Hold	303	–	–	﹤0.01%	337
2025 Q1	$17.5K	Sell	303 -28	-8%	-$1.61K	﹤0.01%	301
2024 Q4	$19K	Sell	331 -64	-16%	-$3.67K	﹤0.01%	291
2024 Q3	$24.3K	Sell	395 -114	-22%	-$7.02K	﹤0.01%	271
2024 Q2	$27.3K	Buy	+509	New	+$27.3K	﹤0.01%	267