Freedom Day Solutions’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	$9.87M	Buy	166,710 +6,376	+4%	+$383K	2.65%	3
2025 Q4	$9.13M	Buy	160,334 +1,538	+1%	+$89.1K	2.48%	4
2025 Q3	$9.32M	Buy	158,796 +7,702	+5%	+$442K	2.53%	4
2025 Q2	$8.55M	Sell	151,094 -2,845	-2%	-$159K	2.54%	3
2025 Q1	$8.87M	Buy	153,939 +7,033	+5%	+$407K	2.71%	4
2024 Q4	$8.42M	Buy	146,906 +22,942	+19%	+$1.38M	2.52%	4
2024 Q3	$7.63M	Buy	123,964 +8,593	+7%	+$502K	2.37%	5
2024 Q2	$6.18M	Buy	115,371 +15,346	+15%	+$796K	2.09%	6
2024 Q1	$5.38M	Buy	100,025 +4,432	+5%	+$235K	1.91%	6
2023 Q4	$5.19M	Buy	95,593 +7,177	+8%	+$351K	2.03%	5
2023 Q3	$4.17M	Buy	88,416 +16,909	+24%	+$865K	1.83%	6
2023 Q2	$3.68M	Buy	+71,507	New	+$3.58M	1.63%	7