FWM
USRT icon

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
2026
Q1 		$1.61M Buy
27,154
+9,937
+58% +$597K 0.31% 53
2025
Q4 		$981K Buy
17,217
+5,800
+51% +$336K 0.2% 67
2025
Q3 		$670K Buy
11,417
+5,602
+96% +$322K 0.15% 77
2025
Q2 		$329K Buy
5,815
+1,279
+28% +$71.7K 0.08% 98
2025
Q1 		$255K Hold
4,536
– – 0.08% 106
2024
Q4 		$260K Sell
4,536
-33
-0.7% -$1.99K 0.09% 98
2024
Q3 		$281K Sell
4,569
-237
-5% -$13.8K 0.1% 96
2024
Q2 		$257K Buy
4,806
+95
+2% +$4.93K 0.1% 85
2024
Q1 		$253K Buy
4,711
+287
+6% +$15.2K 0.11% 82
2023
Q4 		$240K Buy
+4,424
New +$216K 0.13% 77

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SC
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DCM
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