Integrated Wealth Concepts’s iShares Core US REIT ETF USRT Stock Holding History

Integrated Wealth Concepts’s Portfolio USRT Stock Details USRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$255K	Sell
2025 Q1	$1.08M	Sell
2024 Q4	$1.34M	Buy
2024 Q3	$1.24M	Buy
2024 Q2	$1.05M	Buy
2024 Q1	$578K	Buy
2023 Q4	$564K	Buy
2023 Q3	$482K	Buy
2023 Q2	$358K	Buy