HB Wealth Management’s iShares Core US REIT ETF USRT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$485K	Sell	8,582 -553	-6%	-$31.3K	﹤0.01%	738
2025 Q1	$526K	Buy	9,135 +451	+5%	+$26K	﹤0.01%	730
2024 Q4	$498K	Sell	8,684 -910	-9%	-$52.2K	0.01%	616
2024 Q3	$591K	Buy	+9,594	New	+$591K	0.01%	528