Brown, Lisle/Cummings’s iShares Core US REIT ETF USRT Stock Holding History

Brown, Lisle/Cummings’s Portfolio USRT Stock Details USRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$9.69K	Hold
2025 Q2	$9.33K	Hold
2025 Q1	$9.5K	Hold
2024 Q4	$9.46K	Hold
2024 Q3	$10.2K	Hold
2024 Q2	$8.84K	Hold
2024 Q1	$8.88K	Hold
2023 Q4	$8.96K	Hold
2023 Q3	$7.79K	Buy