Harbour Investments’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	$69.6K	Buy	1,176 +750	+176%	+$45.1K	﹤0.01%	2156
2025 Q4	$24.3K	Sell	426 -394	-48%	-$22.8K	﹤0.01%	2335
2025 Q3	$48.2K	Hold	820	–	–	﹤0.01%	1927
2025 Q2	$46.4K	Buy	820 +493	+151%	+$27.6K	﹤0.01%	1870
2025 Q1	$18.8K	Sell	327 -81	-20%	-$4.69K	﹤0.01%	2205
2024 Q4	$23.4K	Buy	408 +13	+3%	+$782	﹤0.01%	2053
2024 Q3	$24.3K	Buy	395 +57	+17%	+$3.33K	﹤0.01%	1970
2024 Q2	$18.1K	Hold	338	–	–	﹤0.01%	2002
2024 Q1	$18.2K	Hold	338	–	–	﹤0.01%	1993
2023 Q4	$18.4K	Sell	338 -4	-1%	-$196	﹤0.01%	1907
2023 Q3	$16.1K	Buy	342 +320	+1,455%	+$16.4K	﹤0.01%	1836
2023 Q2	$1.13K	Hold	22	–	–	﹤0.01%	2671
2023 Q1	$1.11K	Hold	22	–	–	﹤0.01%	2675
2022 Q4	$1.09K	Hold	22	–	–	﹤0.01%	2670
2022 Q3	$1K	Hold	22	–	–	﹤0.01%	2671
2022 Q2	$1K	Buy	+22	New	+$1.29K	﹤0.01%	2671
2021 Q4	$1K	Sell	22 -2,180	-99%	-$139K	﹤0.01%	2570
2021 Q3	$129K	Buy	2,202 +510	+30%	+$31K	﹤0.01%	1235
2021 Q2	$99K	Buy	1,692 +111	+7%	+$6.3K	﹤0.01%	1406
2021 Q1	$83K	Buy	+1,581	New	+$79.5K	﹤0.01%	1399