Comprehensive Money Management Services’s iShares Core US REIT ETF USRT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.08M Buy
36,840
+866
+2% +$49K 1.58% 10
2025
Q1
$2.07M Buy
35,974
+397
+1% +$22.9K 1.67% 9
2024
Q4
$2.04M Buy
+35,577
New +$2.04M 1.68% 7