HBW Advisory Services’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	$1.17M	Sell	19,769 -525	-3%	-$31.5K	0.12%	177
2025 Q4	$1.16M	Buy	20,294 +428	+2%	+$24.8K	0.13%	170
2025 Q3	$1.17M	Buy	19,866 +692	+4%	+$39.7K	0.13%	160
2025 Q2	$1.08M	Buy	19,174 +164	+0.9%	+$9.19K	0.13%	163
2025 Q1	$1.1M	Sell	19,010 -8	-0%	-$463	0.16%	137
2024 Q4	$1.09M	Buy	19,018 +457	+2%	+$27.5K	0.11%	132
2024 Q3	$1.14M	Sell	18,561 -205	-1%	-$12K	0.17%	128
2024 Q2	$1.01M	Buy	18,766 +1,756	+10%	+$91.1K	0.17%	137
2024 Q1	$923K	Hold	17,010	–	–	0.17%	133
2023 Q4	$923K	Sell	17,010 -323	-2%	-$15.8K	0.17%	133
2023 Q3	$818K	Buy	17,333 +415	+2%	+$21.2K	0.17%	136
2023 Q2	$870K	Buy	16,918 +482	+3%	+$24.1K	0.19%	124
2023 Q1	$828K	Buy	16,436 +176	+1%	+$9.11K	0.21%	126
2022 Q4	$804K	Buy	16,260 +729	+5%	+$36.1K	0.21%	120
2022 Q3	$738K	Sell	15,531 -486	-3%	-$26.8K	0.21%	127
2022 Q2	$855K	Buy	16,017 +480	+3%	+$28.2K	0.22%	115
2022 Q1	$1M	Sell	15,537 -284	-2%	-$17.8K	0.35%	83
2021 Q4	$1.07M	Buy	15,821 +97	+0.6%	+$6.17K	0.25%	100
2021 Q3	$922K	Buy	15,724 +300	+2%	+$18.2K	0.24%	104
2021 Q2	$900K	Buy	15,424 +10	+0.1%	+$568	0.24%	107
2021 Q1	$808K	Buy	15,414 +927	+6%	+$46.6K	0.22%	109
2020 Q4	$701K	Sell	14,487 -409	-3%	-$19.1K	0.21%	107
2020 Q3	$652K	Buy	14,896 +320	+2%	+$14.3K	0.27%	91
2020 Q2	$634K	Sell	14,576 -4,026	-22%	-$169K	0.29%	87
2020 Q1	$768K	Sell	18,602 -11,209	-38%	-$572K	0.56%	58
2019 Q4	$1.61M	Buy	29,811 +7,037	+31%	+$387K	0.94%	41
2019 Q3	$1.26M	Buy	+22,774	New	+$1.23M	1.21%	36