MidAtlantic Capital Management’s iShares Core US REIT ETF USRT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$407K Hold
2025
Q2
$392K Buy
2025
Q1
$399K Hold
2024
Q4
$397K Hold
2024
Q3
$426K Hold
2024
Q2
$371K Hold
2024
Q1
$372K Hold
2023
Q4
$376K Buy