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

Executive 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
2024 Q4	$203K	Sell
2024 Q3	$5.77M	Buy
2022 Q2	–	Sell
2022 Q1	$4.11M	Sell
2021 Q4	$4.41M	Sell
2021 Q3	$3.88M	Sell
2021 Q2	$4.14M	Buy
2019 Q4	–	Sell
2019 Q3	$3.56M	Buy