Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s iShares Core US REIT ETF USRT Stock Holding History

Kovitz Investment Group Partners’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 		$738K Hold
13,045
– – ﹤0.01% 863
2025
Q1 		$751K Sell
13,045
-793
-6% -$45.7K ﹤0.01% 802
2024
Q4 		$793K Sell
13,838
-1,502
-10% -$86.1K ﹤0.01% 770
2024
Q3 		$945K Buy
+15,340
New +$945K 0.01% 635