Kestra Advisory Services’s iShares Core US REIT ETF USRT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.67M Buy
2025
Q2
$526K Buy
2025
Q1
$348K Buy
2023
Q1
Sell
2022
Q4
$409K Buy
2021
Q1
Sell
2020
Q4
$789K Buy
2020
Q3
$668K Buy