FourThought Financial Partners’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	$499K	Buy	8,433 +504	+6%	+$30.3K	0.04%	184
2025 Q4	$452K	Buy	7,929 +769	+11%	+$44.5K	0.04%	224
2025 Q3	$420K	Sell	7,160 -219	-3%	-$12.6K	0.04%	215
2025 Q2	$417K	Buy	7,379 +37	+0.5%	+$2.07K	0.04%	204
2025 Q1	$423K	Buy	7,342 +39	+0.5%	+$2.26K	0.04%	197
2024 Q4	$419K	Sell	7,303 -522	-7%	-$31.4K	0.04%	209
2024 Q3	$482K	Sell	7,825 -8	-0.1%	-$467	0.06%	140
2024 Q2	$420K	Buy	7,833 +48	+0.6%	+$2.49K	0.05%	148
2024 Q1	$419K	Sell	7,785 -269	-3%	-$14.3K	0.05%	211
2023 Q4	$437K	Buy	8,054 +1,356	+20%	+$66.3K	0.05%	207
2023 Q3	$316K	Buy	6,698 +1,086	+19%	+$55.6K	0.04%	229
2023 Q2	$289K	Buy	5,612 +507	+10%	+$25.4K	0.04%	253
2023 Q1	$257K	Sell	5,105 -662	-11%	-$34.3K	0.04%	274
2022 Q4	$285K	Buy	+5,767	New	+$286K	0.04%	258