Global Strategic Investment 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	$813K	Buy	13,744 +8	+0.1%	+$481	0.08%	82
2025 Q4	$782K	Buy	13,736 +28	+0.2%	+$1.62K	0.08%	83
2025 Q3	$805K	Buy	13,708 +16	+0.1%	+$918	0.08%	83
2025 Q2	$774K	Hold	13,692	–	–	0.08%	85
2025 Q1	$789K	Hold	13,692	–	–	0.09%	78
2024 Q4	$785K	Sell	13,692 -4,393	-24%	-$264K	0.09%	82
2024 Q3	$1.11M	Hold	18,085	–	–	0.13%	70
2024 Q2	$969K	Hold	18,085	–	–	0.12%	73
2024 Q1	$973K	Hold	18,085	–	–	0.11%	72
2023 Q4	$982K	Hold	18,085	–	–	0.12%	67
2023 Q3	$853K	Hold	18,085	–	–	0.11%	75
2023 Q2	$930K	Buy	18,085 +5	+0%	+$250	0.12%	70
2023 Q1	$911K	Buy	18,080 +7	+0%	+$362	0.13%	66
2022 Q4	$894K	Buy	18,073 +25	+0.1%	+$1.24K	0.06%	65
2022 Q3	$857K	Hold	18,048	–	–	0.04%	69
2022 Q2	$964K	Buy	18,048 +5	+0%	+$294	0.07%	60
2022 Q1	$1.17M	Buy	18,043 +4	+0%	+$251	0.07%	57
2021 Q4	$1.22M	Hold	18,039	–	–	0.2%	49
2021 Q3	$1.06M	Hold	18,039	–	–	0.18%	51
2021 Q2	$1.05M	Hold	18,039	–	–	0.18%	49
2021 Q1	$945K	Hold	18,039	–	–	0.17%	55
2020 Q4	$873K	Hold	18,039	–	–	0.2%	50
2020 Q3	$789K	Hold	18,039	–	–	0.2%	47
2020 Q2	$784K	Sell	18,039 -2,113	-10%	-$88.7K	0.22%	45
2020 Q1	$789K	Buy	20,152 +13,562	+206%	+$692K	0.29%	37
2019 Q4	$360K	Hold	6,590	–	–	0.13%	48
2019 Q3	$366K	Hold	6,590	–	–	0.14%	44
2019 Q2	$343K	Hold	6,590	–	–	0.17%	41
2019 Q1	$341K	Hold	6,590	–	–	0.19%	39
2018 Q4	$296K	Buy	+6,590	New	+$312K	0.25%	41