Gladstone Institutional Advisory’s iShares Core US REIT ETF USRT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.11M	Buy	19,575 +7,451	+61%	+$421K	0.05%	329
2025 Q1	$698K	Buy	12,124 +2,550	+27%	+$147K	0.03%	394
2024 Q4	$549K	Buy	9,574 +2,856	+43%	+$164K	0.03%	454
2024 Q3	$414K	Buy	+6,718	New	+$414K	0.02%	499