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Copia Wealth Management’s iShares Core US REIT ETF USRT Stock Holding History

Copia Wealth Management’s Portfolio USRT Stock Details USRT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$70.5K Hold
1,247
– – 0.06% 144
2025
Q1 		$71.8K Hold
1,247
– – 0.07% 135
2024
Q4 		$71.5K Buy
+1,247
New +$71.5K 0.07% 125