Forvis Mazars Wealth Advisors’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	$352K	Sell	5,943 -651	-10%	-$39.1K	0.01%	330
2025 Q4	$376K	Sell	6,594 -199	-3%	-$11.5K	0.01%	322
2025 Q3	$399K	Sell	6,793 -273	-4%	-$15.7K	0.01%	321
2025 Q2	$400K	Sell	7,066 -3,260	-32%	-$183K	0.01%	323
2025 Q1	$595K	Sell	10,326 -8,660	-46%	-$502K	0.01%	259
2024 Q4	$1.09M	Sell	18,986 -23,350	-55%	-$1.4M	0.03%	212
2024 Q3	$2.61M	Sell	42,336 -129,350	-75%	-$7.55M	0.06%	149
2024 Q2	$9.2M	Sell	171,686 -99,136	-37%	-$5.14M	0.23%	61
2024 Q1	$14.6M	Sell	270,822 -829	-0.3%	-$43.9K	0.37%	44
2023 Q4	$14.7M	Sell	271,651 -13,337	-5%	-$652K	0.41%	41
2023 Q3	$13.4M	Sell	284,988 -7,822	-3%	-$400K	0.41%	42
2023 Q2	$15.1M	Buy	292,810 +5,664	+2%	+$283K	0.44%	40
2023 Q1	$14.5M	Buy	287,146 +41,909	+17%	+$2.17M	0.47%	38
2022 Q4	$12.1M	Buy	245,237 +78,164	+47%	+$3.87M	0.42%	45
2022 Q3	$7.94M	Buy	167,073 +13,222	+9%	+$728K	0.32%	52
2022 Q2	$8.22M	Buy	153,851 +64,967	+73%	+$3.82M	0.33%	48
2022 Q1	$5.75M	Buy	88,884 +84,447	+1,903%	+$5.3M	0.24%	49
2021 Q4	$300K	Buy	4,437 +195	+5%	+$12.4K	0.01%	230
2021 Q3	$249K	Buy	+4,242	New	+$258K	0.01%	242