Family Wealth Partners’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	$931K	Buy	16,459 +8,110	+97%	+$459K	0.37%	34
2025 Q1	$481K	Buy	8,349 +4,619	+124%	+$266K	0.22%	35
2024 Q4	$214K	Buy	+3,730	New	+$214K	0.1%	42