Envision Financial’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	$2.85M	Buy	50,315 +1,047	+2%	+$59.2K	1.9%	17
2025 Q1	$2.84M	Buy	49,268 +24,452	+99%	+$1.41M	2.14%	17
2024 Q4	$1.42M	Buy	+24,816	New	+$1.42M	1.14%	24