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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.02M	Sell
2025 Q2	$1.03M	Sell
2025 Q1	$1.06M	Sell
2024 Q4	$1.06M	Buy