Capital Analysts LLC’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	$182K	Buy	3,069 +1,905	+164%	+$114K	﹤0.01%	660
2025 Q4	$66K	Buy	1,164 +904	+348%	+$52.3K	﹤0.01%	864
2025 Q3	$16K	Buy	260 +1	+0.4%	+$57	﹤0.01%	1118
2025 Q2	$14K	Sell	259 -3	-1%	-$168	﹤0.01%	1091
2025 Q1	$16K	Hold	262	–	–	﹤0.01%	1046
2024 Q4	$16K	Buy	262 +1	+0.4%	+$60	﹤0.01%	988
2024 Q3	$16K	Buy	261 +117	+81%	+$6.83K	﹤0.01%	946
2024 Q2	$8K	Buy	144 +50	+53%	+$2.59K	﹤0.01%	994
2024 Q1	$5K	Buy	94 +1	+1%	+$53	﹤0.01%	992
2023 Q4	$5K	Buy	93 +2	+2%	+$98	﹤0.01%	967
2023 Q3	$4K	Sell	91 -1,168	-93%	-$59.8K	﹤0.01%	1004
2023 Q2	$62K	Buy	1,259 +1,168	+1,284%	+$58.5K	﹤0.01%	543
2023 Q1	$5K	Buy	91 +1	+1%	+$52	﹤0.01%	870
2022 Q4	$4K	Buy	90 +1	+1%	+$50	﹤0.01%	943
2022 Q3	$4K	Buy	+89	New	+$4.9K	﹤0.01%	929