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

Executive Wealth Management’s Portfolio USRT Stock Details USRT Fund Activity

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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