FSM Wealth Advisors’s iShares Global REIT ETF REET Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$10.6M Buy
430,419
+91,344
+27% +$2.26M 1.73% 16
2025
Q1
$8.23M Buy
339,075
+76,188
+29% +$1.85M 1.85% 17
2024
Q4
$6.32M Buy
262,887
+17,519
+7% +$421K 1.55% 20
2024
Q3
$6.55M Buy
+245,368
New +$6.55M 1.74% 18