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Capital Performance Advisors’s iShares Core US REIT ETF USRT Stock Holding History

Capital Performance Advisors’s Portfolio USRT Stock Details USRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.87M Buy
68,507
+9,370
+16% +$530K 0.76% 27
2025
Q1 		$3.41M Buy
+59,137
New +$3.41M 0.75% 26