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

Focus Partners Wealth’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
2026
Q1 		$5.31M Buy
87,973
+1,431
+2% +$86K 0.01% 920
2025
Q4 		$4.93M Buy
86,542
+15,216
+21% +$881K 0.01% 949
2025
Q3 		$4.19M Buy
71,326
+593
+0.8% +$34K 0.01% 804
2025
Q2 		$4M Buy
70,733
+42,538
+151% +$2.38M 0.01% 742
2025
Q1 		$1.62M Buy
28,195
+1,889
+7% +$109K ﹤0.01% 912
2024
Q4 		$1.51M Buy
26,306
+9,441
+56% +$568K ﹤0.01% 928
2024
Q3 		$1.04M Sell
16,865
-30,125
-64% -$1.76M ﹤0.01% 935
2024
Q2 		$2.58M Buy
46,990
+24,685
+111% +$1.28M 0.01% 613
2024
Q1 		$1.2M Buy
22,305
+8,968
+67% +$475K 0.01% 576
2023
Q4 		$724K Buy
+13,337
New +$652K 0.01% 510

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DCM
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