Kathleen S. Wright Associates’s iShares Core US REIT ETF USRT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-28	Closed	-$1.61K	–	265
2024 Q4	$1.61K	Hold	28	–	–	﹤0.01%	251
2024 Q3	$1.72K	Buy	+28	New	+$1.72K	﹤0.01%	280