Capital Investment Advisory Services’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	$9.35K	Sell	158 -134	-46%	-$8.05K	﹤0.01%	1069
2025 Q4	$16.6K	Buy	292 +134	+85%	+$7.76K	﹤0.01%	971
2025 Q3	$9.28K	Sell	158 -56	-26%	-$3.21K	﹤0.01%	973
2025 Q2	$12.1K	Buy	214 +210	+5,250%	+$11.8K	﹤0.01%	923
2025 Q1	$230	Sell	4 -2	-33%	-$116	﹤0.01%	990
2024 Q4	$344	Buy	+6	New	+$361	﹤0.01%	927
2020 Q2	–	Sell	-70	Closed	-$3K	–	616
2020 Q1	$3K	Hold	70	–	–	﹤0.01%	524
2019 Q4	$4K	Hold	70	–	–	﹤0.01%	516
2019 Q3	$4K	Hold	70	–	–	﹤0.01%	1182
2019 Q2	$4K	Hold	70	–	–	﹤0.01%	1194
2019 Q1	$4K	Hold	70	–	–	﹤0.01%	1022
2018 Q4	$3K	Buy	+70	New	+$3.31K	﹤0.01%	1021