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

Fonville Wealth Management’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
2025 Q3	$670K	Buy
2025 Q2	$329K	Buy
2025 Q1	$255K	Hold
2024 Q4	$260K	Sell
2024 Q3	$281K	Sell
2024 Q2	$257K	Buy
2024 Q1	$253K	Buy
2023 Q4	$240K	Buy