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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$212K	Buy	3,596 +11	+0.3%	+$661	0.07%	109
2025 Q4	$204K	Buy	+3,585	New	+$208K	0.06%	114
2025 Q1	$134K	Buy	+2,328	New	+$135K	0.05%	145
2023 Q4	–	Sell	-6,517	Closed	-$301K	–	116
2023 Q3	$301K	Sell	6,517 -459	-7%	-$23.5K	0.15%	74
2023 Q2	$367K	Buy	6,976 +750	+12%	+$37.5K	0.17%	66
2023 Q1	$314K	Buy	6,226 +796	+15%	+$41.2K	0.16%	81
2022 Q4	$268K	Sell	5,430 -865	-14%	-$42.9K	0.15%	84
2022 Q3	$299K	Buy	6,295 +2,090	+50%	+$115K	0.19%	68
2022 Q2	$225K	Sell	4,205 -924	-18%	-$54.3K	0.13%	82
2022 Q1	$332K	Buy	5,129 +1,308	+34%	+$82.1K	0.17%	71
2021 Q4	$258K	Buy	+3,821	New	+$243K	0.13%	96