Family Wealth Partners’s iShares Core US REIT ETF USRT Stock Holding History

Family Wealth Partners’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	$931K	Buy
2025 Q1	$481K	Buy
2024 Q4	$214K	Buy