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Kagan Cocozza Asset Management’s iShares Core US REIT ETF USRT Stock Holding History

Kagan Cocozza Asset Management’s Portfolio USRT Stock Details USRT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.03M Sell
18,297
-30
-0.2% -$1.7K 0.79% 20
2025
Q1 		$1.06M Sell
18,327
-82
-0.4% -$4.72K 0.86% 21
2024
Q4 		$1.06M Buy
+18,409
New +$1.06M 0.88% 20