Kestra Investment Management’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 Q2	$27.1M	Buy	474,531 +248,495	+110%	+$14.2M	0.42%	47
2025 Q1	$13M	Buy	226,036 +226,006	+753,353%	+$13M	0.41%	44
2024 Q4	$1.69K	Sell	30 -548,837	-100%	-$31M	﹤0.01%	1044
2024 Q3	$33.8M	Buy	+548,867	New	+$33.8M	1.45%	20