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Keystone Financial Group (Georgia)’s iShares Core US REIT ETF USRT Stock Holding History

Keystone Financial Group (Georgia)’s Portfolio USRT Stock Details USRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.15M Buy
37,708
+4,374
+13% +$249K 1.37% 20
2025
Q1 		$1.88M Buy
33,334
+3,498
+12% +$197K 1.32% 21
2024
Q4 		$1.71M Buy
+29,836
New +$1.71M 1.38% 17