Forte Asset 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
2025
Q2
$327K Hold
2025
Q1
$333K Hold
2024
Q4
$331K Sell
2024
Q3
$374K Hold
2024
Q2
$325K Sell
2024
Q1
$376K Hold
2023
Q4
$380K Sell
2023
Q3
$343K Hold
2023
Q2
$369K Sell
2023
Q1
$428K Sell
2022
Q4
$629K Sell
2022
Q3
$4.27M Sell
2022
Q2
$5.23M Buy