Cascade Wealth Advisors’s iShares Core US REIT ETF USRT Stock Holding History

Cascade Wealth Advisors’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 Q2	$576K	Sell
2025 Q1	$1.21M	Sell
2024 Q4	$2.46M	Buy
2024 Q3	$2.38M	Buy
2024 Q2	$2.13M	Buy
2024 Q1	$1.66M	Buy