Brandywine Oak Private Wealth’s iShares Global REIT ETF REET Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$15.4M Buy
2025
Q1
$14.9M Buy
2024
Q4
$14.3M Buy
2024
Q3
$15.5M Sell
2024
Q2
$14.6M Buy
2024
Q1
$10.5M Buy
2023
Q4
$10.5M Sell
2023
Q3
$9.6M Buy
2023
Q2
$10.1M Buy
2023
Q1
$9.65M Buy
2022
Q4
$8.79M Buy
2022
Q3
$7.78M Buy
2022
Q2
$7.86M Buy
2022
Q1
$8.82M Buy
2021
Q4
$7.62M Sell
2021
Q3
$6.99M Buy
2021
Q2
$6.93M Buy
2021
Q1
$4.19M Sell
2020
Q4
$7.78M Sell
2020
Q3
$7.35M Buy
2020
Q2
$7.18M Sell
2020
Q1
$10.4M Buy
2019
Q4
$10.4M Buy
2019
Q3
$9.03M Buy