Integrated Investment Consultants’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	$945K	Hold	15,969	–	–	0.2%	81
2025 Q4	$910K	Hold	15,969	–	–	0.18%	89
2025 Q3	$938K	Hold	15,969	–	–	0.16%	90
2025 Q2	$903K	Hold	15,969	–	–	0.18%	90
2025 Q1	$920K	Hold	15,969	–	–	0.18%	89
2024 Q4	$915K	Hold	15,969	–	–	0.19%	96
2024 Q3	$983K	Sell	15,969 -428	-3%	-$25K	0.21%	70
2024 Q2	$882K	Hold	16,397	–	–	0.24%	65
2024 Q1	$882K	Hold	16,397	–	–	0.24%	65
2023 Q4	$890K	Buy	16,397 +428	+3%	+$20.9K	0.28%	58
2023 Q3	$753K	Sell	15,969 -428	-3%	-$21.9K	0.27%	62
2023 Q2	$843K	Hold	16,397	–	–	0.27%	57
2023 Q1	$826K	Hold	16,397	–	–	0.26%	55
2022 Q4	$811K	Hold	16,397	–	–	0.27%	55
2022 Q3	$779K	Buy	+16,397	New	+$903K	0.31%	48