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MPS Loria Financial Planners’s iShares Core US REIT ETF USRT Stock Holding History

MPS Loria Financial Planners’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 		$13.6M Sell
240,396
-7,399
-3% -$418K 4% 5
2025
Q1 		$14.3M Buy
+247,795
New +$14.3M 4.23% 5