EP Wealth Advisors’s iShares Core US REIT ETF USRT Stock Holding History

EP Wealth Advisors’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	$246K	Buy
2025 Q1	$247K	Sell
2024 Q4	$248K	Buy
2024 Q3	$211K	Sell
2024 Q2	$242K	Sell
2024 Q1	$426K	Sell
2023 Q4	$922K	Buy