Biltmore Family Office’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
$130K Hold
2,306
0.02% 220
2025
Q1
$133K Hold
2,306
0.02% 212
2024
Q4
$132K Hold
2,306
0.02% 212
2024
Q3
$142K Hold
2,306
0.02% 214
2024
Q2
$124K Hold
2,306
0.02% 191
2024
Q1
$124K Hold
2,306
0.02% 188
2023
Q4
$125K Hold
2,306
0.03% 190
2023
Q3
$110K Hold
2,306
0.03% 187
2023
Q2
$119K Hold
2,306
0.03% 184
2023
Q1
$116K Hold
2,306
0.02% 225
2022
Q4
$114K Hold
2,306
0.02% 215
2022
Q3
$110K Hold
2,306
0.03% 172
2022
Q2
$123K Hold
2,306
0.03% 170
2022
Q1
$149K Hold
2,306
0.03% 178
2021
Q4
$156K Hold
2,306
0.03% 192
2021
Q3
$135K Hold
2,306
0.03% 174
2021
Q2
$135K Buy
+2,306
New +$135K 0.04% 159