Global Retirement 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
2025 Q4	$190K	Buy	3,330 +1,278	+62%	+$74K	﹤0.01%	1506
2025 Q3	$120K	Sell	2,052 -199	-9%	-$11.4K	﹤0.01%	1437
2025 Q2	$127K	Buy	+2,251	New	+$126K	﹤0.01%	1309
2024 Q4	$110K	Buy	1,915 +1	+0.1%	+$60	﹤0.01%	1224
2024 Q3	$118K	Buy	1,914 +42	+2%	+$2.45K	﹤0.01%	1160
2024 Q2	$100K	Sell	1,872 -25	-1%	-$1.3K	﹤0.01%	1202
2024 Q1	$102K	Sell	1,897 -6	-0.3%	-$318	﹤0.01%	1075
2023 Q4	$102K	Buy	1,903 +300	+19%	+$14.7K	﹤0.01%	1030
2023 Q3	$73.8K	Hold	1,603	–	–	﹤0.01%	1064
2023 Q2	$82.4K	Sell	1,603 -1,829	-53%	-$91.5K	﹤0.01%	1026
2023 Q1	$171K	Buy	3,432 +3,427	+68,540%	+$177K	0.01%	730
2022 Q4	$256	Hold	5	–	–	﹤0.01%	2915
2022 Q3	$0	Hold	5	–	–	﹤0.01%	2997
2022 Q2	$0	Hold	5	–	–	﹤0.01%	2899
2022 Q1	$0	Buy	+5	New	+$314	﹤0.01%	2794
2020 Q3	–	Sell	-44	Closed	-$2K	–	1726
2020 Q2	$2K	Buy	+44	New	+$1.85K	﹤0.01%	1497