Financial & Tax Architects’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	$19.3M	Sell	326,791 -1,532	-0.5%	-$92K	4.31%	4
2025 Q4	$18.7M	Sell	328,323 -19,180	-6%	-$1.11M	4.2%	5
2025 Q3	$20.4M	Buy	+347,503	New	+$19.9M	4.5%	5
2025 Q2	–	Sell	-308,737	Closed	-$17.8M	–	112
2025 Q1	$17.8M	Buy	308,737 +4,026	+1%	+$233K	4.46%	5
2024 Q4	$17.5M	Buy	304,711 +12,837	+4%	+$772K	4.45%	4
2024 Q3	$18M	Buy	+291,874	New	+$17M	4.62%	5
2024 Q2	–	Sell	-334,306	Closed	-$18M	–	92
2024 Q1	$18M	Buy	334,306 +559	+0.2%	+$29.6K	4.95%	3
2023 Q4	$18.1M	Sell	333,747 -15,955	-5%	-$780K	5.36%	2
2023 Q3	$16.5M	Buy	+349,702	New	+$17.9M	5.12%	5
2022 Q2	–	Sell	-128,977	Closed	-$8.34M	–	95
2022 Q1	$8.34M	Buy	128,977 +32,995	+34%	+$2.07M	3.15%	8
2021 Q4	$6.49M	Buy	95,982 +19,046	+25%	+$1.21M	2.65%	9
2021 Q3	$4.51M	Buy	76,936 +14,022	+22%	+$853K	2.06%	11
2021 Q2	$3.67M	Buy	62,914 +12,044	+24%	+$684K	1.8%	11
2021 Q1	$2.67M	Buy	+50,870	New	+$2.56M	1.5%	28