LWA

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

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$45.1K	Hold	798	–	–	0.02%	149
2025 Q1	$46K	Hold	798	–	–	0.02%	142
2024 Q4	$45.7K	Hold	798	–	–	0.02%	138
2024 Q3	$49.1K	Hold	798	–	–	0.02%	129
2024 Q2	$42.7K	Hold	798	–	–	0.02%	135
2024 Q1	$42.9K	Hold	798	–	–	0.02%	127
2023 Q4	$43.3K	Hold	798	–	–	0.02%	123
2023 Q3	$37.7K	Sell	798 -200	-20%	-$9.44K	0.02%	124
2023 Q2	$51.3K	Hold	998	–	–	0.03%	112
2023 Q1	$50.3K	Hold	998	–	–	0.03%	101
2022 Q4	$49.4K	Hold	998	–	–	0.03%	104
2022 Q3	$47K	Hold	998	–	–	0.03%	99
2022 Q2	$53K	Buy	998 +388	+64%	+$20.6K	0.03%	88
2022 Q1	$39K	Hold	610	–	–	0.02%	119
2021 Q4	$41K	Hold	610	–	–	0.02%	113
2021 Q3	$36K	Hold	610	–	–	0.02%	110
2021 Q2	$36K	Hold	610	–	–	0.02%	109
2021 Q1	$32K	Hold	610	–	–	0.02%	112
2020 Q4	$30K	Hold	610	–	–	0.02%	110
2020 Q3	$27K	Hold	610	–	–	0.02%	99
2020 Q2	$27K	Hold	610	–	–	0.02%	97
2020 Q1	$24K	Hold	610	–	–	0.02%	88
2019 Q4	$33K	Hold	610	–	–	0.02%	87
2019 Q3	$34K	Hold	610	–	–	0.02%	80
2019 Q2	$32K	Hold	610	–	–	0.02%	90
2019 Q1	$31K	Hold	610	–	–	0.02%	86
2018 Q4	$27K	Hold	610	–	–	0.02%	88
2018 Q3	$30K	Hold	610	–	–	0.02%	92
2018 Q2	$30K	Hold	610	–	–	0.02%	88
2018 Q1	$27K	Hold	610	–	–	0.02%	95
2017 Q4	$30K	Hold	610	–	–	0.02%	90
2017 Q3	$30K	Buy	+610	New	+$30K	0.02%	88