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Kingswood Wealth Advisors’s iShares Core US REIT ETF USRT Stock Holding History

Kingswood Wealth Advisors’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
Q1 		– Sell
-4,795
Closed -$275K – 822
2024
Q4 		$275K Buy
+4,795
New +$275K 0.02% 637