Biltmore Family Office’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
2025
Q3
$135K Hold
2025
Q2
$130K Hold
2025
Q1
$133K Hold
2024
Q4
$132K Hold
2024
Q3
$142K Hold
2024
Q2
$124K Hold
2024
Q1
$124K Hold
2023
Q4
$125K Hold
2023
Q3
$110K Hold
2023
Q2
$119K Hold
2023
Q1
$116K Hold
2022
Q4
$114K Hold
2022
Q3
$110K Hold
2022
Q2
$123K Hold
2022
Q1
$149K Hold
2021
Q4
$156K Hold
2021
Q3
$135K Hold
2021
Q2
$135K Buy