Congress 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
2025 Q2	$4.06M	Sell	71,839 -7,120	-9%	-$399K	0.04%	426
2025 Q1	$4.55M	Sell	78,959 -83	-0.1%	-$4.81K	0.05%	343
2024 Q4	$4.53M	Buy	79,042 +3,113	+4%	+$187K	0.06%	296
2024 Q3	$4.68M	Sell	75,929 -6,514	-8%	-$380K	0.06%	301
2024 Q2	$4.42M	Sell	82,443 -5,016	-6%	-$260K	0.07%	261
2024 Q1	$4.71M	Sell	87,459 -3,164	-3%	-$168K	0.08%	235
2023 Q4	$4.92M	Sell	90,623 -14,603	-14%	-$714K	0.09%	226
2023 Q3	$4.96M	Sell	105,226 -3,549	-3%	-$182K	0.1%	212
2023 Q2	$5.59M	Sell	108,775 -3,339	-3%	-$167K	0.13%	175
2023 Q1	$5.65M	Sell	112,114 -5,519	-5%	-$286K	0.14%	174
2022 Q4	$5.82M	Sell	117,633 -32,001	-21%	-$1.59M	0.15%	175
2022 Q3	$7.11M	Sell	149,634 -4,338	-3%	-$239K	0.19%	159
2022 Q2	$8.22M	Sell	153,972 -3,638	-2%	-$214K	0.21%	146
2022 Q1	$10.2M	Sell	157,610 -5,345	-3%	-$336K	0.22%	132
2021 Q4	$11M	Buy	+162,955	New	+$10.4M	0.22%	133