Millington Financial Advisors’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
2026 Q1	$3.78M	Buy	59,640 +4,295	+8%	+$258K	1.59%	17
2025 Q4	$3.34M	Buy	55,345 +6,033	+12%	+$349K	1.48%	18
2025 Q3	$2.82M	Buy	49,312 +2,925	+6%	+$168K	1.37%	22
2025 Q2	$2.69M	Buy	46,387 +17,737	+62%	+$994K	1.36%	23
2025 Q1	$1.52M	Buy	28,650 +4,293	+18%	+$249K	0.93%	36
2024 Q4	$1.41M	Buy	24,357 +9,860	+68%	+$593K	0.82%	38
2024 Q3	$893K	Buy	14,497 +1,454	+11%	+$84.9K	0.56%	45
2024 Q2	$699K	Sell	13,043 -555	-4%	-$28.8K	0.49%	45
2024 Q1	$732K	Sell	13,598 -462	-3%	-$24.5K	0.52%	46
2023 Q4	$763K	Buy	14,060 +278	+2%	+$13.6K	0.61%	46
2023 Q3	$650K	Buy	13,782 +330	+2%	+$16.9K	0.58%	45
2023 Q2	$692K	Sell	13,452 -3,840	-22%	-$192K	0.62%	44
2023 Q1	$872K	Sell	17,292 -108	-0.6%	-$5.59K	0.81%	42
2022 Q4	$860K	Buy	+17,400	New	+$862K	0.84%	41