GSWM
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Golden State Wealth Management’s iShares Core US REIT ETF USRT Stock Holding History

Golden State Wealth Management’s Portfolio USRT Stock Details USRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.78K Hold
97
– – ﹤0.01% 1188
2025
Q4 		$5.54K Buy
97
+1
+1% +$58 ﹤0.01% 1224
2025
Q3 		$5.65K Buy
96
+1
+1% +$57 ﹤0.01% 1236
2025
Q2 		$5.4K Buy
95
+1
+1% +$56 ﹤0.01% 1215
2025
Q1 		$5.46K Hold
94
– – ﹤0.01% 1154
2024
Q4 		$5.41K Buy
+94
New +$5.66K ﹤0.01% 1106
2020
Q2 		– Sell
-89
Closed -$4K – 873
2020
Q1 		$4K Buy
+89
New +$4.54K ﹤0.01% 791
2019
Q4 		– Sell
-88
Closed -$5K – 892
2019
Q3 		$5K Buy
88
+2
+2% +$108 ﹤0.01% 870
2019
Q2 		$4K Hold
86
– – ﹤0.01% 917
2019
Q1 		$4K Buy
+86
New +$4.26K ﹤0.01% 959

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