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

Dogwood Wealth Management’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	$2.32M	Sell
2025 Q1	$2.55M	Sell
2024 Q4	$2.62M	Sell
2024 Q3	$2.85M	Sell
2024 Q2	$2.73M	Buy
2024 Q1	$2.69M	Buy
2023 Q4	$2.61M	Buy