Farther Finance Advisors’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
$823K Buy
14,552
+4,459
+44% +$252K 0.02% 682
2025
Q1
$581K Buy
10,093
+10,056
+27,178% +$579K 0.01% 724
2024
Q4
$2.12K Buy
+37
New +$2.12K ﹤0.01% 2974
2024
Q1
Sell
-4
Closed -$217 3745
2023
Q4
$217 Buy
+4
New +$217 ﹤0.01% 3211