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
2025
Q3
$2.82M Buy
2025
Q2
$2.69M Buy
2025
Q1
$1.52M Buy
2024
Q4
$1.41M Buy
2024
Q3
$893K Buy
2024
Q2
$699K Sell
2024
Q1
$732K Sell
2023
Q4
$763K Buy
2023
Q3
$650K Buy
2023
Q2
$692K Sell
2023
Q1
$872K Sell
2022
Q4
$860K Buy