GW & Wade’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
2023
Q4
$520K Sell
2023
Q3
$466K Sell
2023
Q2
$523K Hold
2023
Q1
$513K Buy
2022
Q4
$484K Hold
2022
Q3
$465K Buy