CarsonAllaria Wealth Management’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	$1.79M	Buy	30,219 +344	+1%	+$20.7K	0.88%	24
2025 Q4	$1.7M	Buy	29,875 +377	+1%	+$21.8K	0.84%	24
2025 Q3	$1.73M	Sell	29,498 -299	-1%	-$17.2K	0.9%	24
2025 Q2	$1.69M	Sell	29,797 -1,538	-5%	-$86.2K	0.9%	23
2025 Q1	$1.8M	Sell	31,335 -1,583	-5%	-$91.7K	1.05%	23
2024 Q4	$1.89M	Sell	32,918 -236	-0.7%	-$14.2K	1.08%	22
2024 Q3	$2.04M	Sell	33,154 -1,504	-4%	-$87.8K	1.17%	22
2024 Q2	$1.86M	Sell	34,658 -640	-2%	-$33.2K	1.14%	22
2024 Q1	$1.9M	Sell	35,298 -841	-2%	-$44.6K	1.19%	22
2023 Q4	$1.96M	Buy	36,139 +310	+0.9%	+$15.2K	1.41%	19
2023 Q3	$1.69M	Buy	35,829 +286	+0.8%	+$14.6K	1.37%	18
2023 Q2	$1.83M	Buy	35,543 +458	+1%	+$22.9K	1.44%	18
2023 Q1	$1.77M	Sell	35,085 -1,435	-4%	-$74.3K	1.49%	18
2022 Q4	$1.81M	Sell	36,520 -145	-0.4%	-$7.19K	1.58%	18
2022 Q3	$1.74M	Sell	36,665 -627	-2%	-$34.5K	1.62%	18
2022 Q2	$1.99M	Sell	37,292 -1,379	-4%	-$81.1K	1.86%	18
2022 Q1	$2.5M	Sell	38,671 -3,534	-8%	-$222K	2.24%	15
2021 Q4	$2.85M	Buy	+42,205	New	+$2.68M	2.52%	13