CX Institutional’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
$19K Sell
336
-115
-25% -$6.5K ﹤0.01% 969
2025
Q1
$26K Buy
+451
New +$26K ﹤0.01% 927
2018
Q4
Sell
-512
Closed -$25K 562
2018
Q3
$25K Buy
+512
New +$25K 0.01% 221