Beam Wealth 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	$616K	Buy	10,400 +160	+2%	+$9.61K	0.15%	91
2025 Q4	$583K	Sell	10,240 -562	-5%	-$32.5K	0.16%	88
2025 Q3	$634K	Buy	10,802 +93	+0.9%	+$5.34K	0.17%	88
2025 Q2	$606K	Buy	10,709 +507	+5%	+$28.4K	0.18%	87
2025 Q1	$588K	Sell	10,202 -745	-7%	-$43.1K	0.2%	85
2024 Q4	$627K	Sell	10,947 -441	-4%	-$26.5K	0.2%	82
2024 Q3	$701K	Buy	11,388 +28	+0.2%	+$1.64K	0.21%	80
2024 Q2	$608K	Sell	11,360 -535	-4%	-$27.8K	0.2%	77
2024 Q1	$640K	Buy	11,895 +1,005	+9%	+$53.2K	0.38%	49
2023 Q4	$591K	Sell	10,890 -2,719	-20%	-$133K	0.37%	51
2023 Q3	$642K	Sell	13,609 -686	-5%	-$35.1K	0.46%	49
2023 Q2	$735K	Sell	14,295 -404	-3%	-$20.2K	0.51%	40
2023 Q1	$741K	Sell	14,699 -75	-0.5%	-$3.88K	0.74%	42
2022 Q4	$731K	Buy	14,774 +720	+5%	+$35.7K	0.76%	42
2022 Q3	$668K	Sell	14,054 -612	-4%	-$33.7K	0.74%	46
2022 Q2	$783K	Buy	14,666 +701	+5%	+$41.2K	0.87%	39
2022 Q1	$903K	Buy	13,965 +421	+3%	+$26.4K	1.04%	32
2021 Q4	$915K	Buy	13,544 +295	+2%	+$18.8K	1.05%	34
2021 Q3	$777K	Buy	13,249 +664	+5%	+$40.4K	0.67%	48
2021 Q2	$734K	Sell	12,585 -788	-6%	-$44.7K	0.63%	50
2021 Q1	$701K	Buy	13,373 +123	+0.9%	+$6.19K	0.62%	58
2020 Q4	$641K	Buy	13,250 +1,315	+11%	+$61.3K	0.6%	58
2020 Q3	$522K	Buy	11,935 +1,411	+13%	+$62.9K	0.49%	65
2020 Q2	$466K	Buy	10,524 +670	+7%	+$28.1K	0.47%	65
2020 Q1	$386K	Buy	9,854 +1,606	+19%	+$82K	0.38%	81
2019 Q4	$450K	Buy	+8,248	New	+$454K	0.42%	74