IVC Wealth Advisors’s iShares Core US REIT ETF USRT Stock Holding History

IVC Wealth Advisors’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 Q3	$207K	Sell
2025 Q2	$202K	Sell
2025 Q1	$269K	Sell
2024 Q4	$269K	Buy
2024 Q3	$229K	Sell
2024 Q2	$208K	Buy