Intergy Private Wealth’s iShares Core US REIT ETF USRT Stock Holding History

Intergy Private Wealth’s Portfolio USRT Stock Details USRT Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$894K	Buy
2025 Q2	$847K	Buy
2025 Q1	$773K	Buy
2024 Q4	$673K	Buy
2024 Q3	$642K	Buy
2024 Q2	$413K	Buy
2024 Q1	$308K	Hold
2023 Q4	$311K	Buy
2023 Q3	$248K	Buy
2023 Q2	$213K	Buy