Mutual 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	$496K	Sell	8,384 -421	-5%	-$25.3K	0.01%	887
2025 Q4	$502K	Sell	8,805 -755	-8%	-$43.7K	0.01%	872
2025 Q3	$566K	Sell	9,560 -439	-4%	-$25.2K	0.01%	802
2025 Q2	$576K	Sell	9,999 -45	-0.4%	-$2.52K	0.01%	720
2025 Q1	$556K	Sell	10,044 -147	-1%	-$8.51K	0.02%	669
2024 Q4	$584K	Sell	10,191 -271	-3%	-$16.3K	0.02%	650
2024 Q3	$642K	Buy	10,462 +20	+0.2%	+$1.17K	0.02%	623
2024 Q2	$594K	Sell	10,442 -436	-4%	-$22.6K	0.02%	640
2024 Q1	$585K	Sell	10,878 -4,723	-30%	-$250K	0.02%	644
2023 Q4	$847K	Buy	15,601 +2,073	+15%	+$101K	0.03%	504
2023 Q3	$638K	Sell	13,528 -930	-6%	-$47.6K	0.02%	545
2023 Q2	$743K	Sell	14,458 -61	-0.4%	-$3.05K	0.03%	526
2023 Q1	$732K	Buy	14,519 +529	+4%	+$27.4K	0.03%	517
2022 Q4	$692K	Sell	13,990 -270	-2%	-$13.4K	0.03%	509
2022 Q3	$677K	Buy	14,260 +450	+3%	+$24.8K	0.03%	482
2022 Q2	$737K	Sell	13,810 -159	-1%	-$9.35K	0.05%	430
2022 Q1	$903K	Sell	13,969 -516	-4%	-$32.4K	0.05%	407
2021 Q4	$979K	Sell	14,485 -1,149	-7%	-$73.1K	0.05%	393
2021 Q3	$917K	Sell	15,634 -810	-5%	-$49.3K	0.05%	379
2021 Q2	$959K	Sell	16,444 -405	-2%	-$23K	0.06%	360
2021 Q1	$883K	Buy	16,849 +1,962	+13%	+$98.7K	0.06%	348
2020 Q4	$721K	Buy	14,887 +999	+7%	+$46.6K	0.05%	391
2020 Q3	$607K	Buy	13,888 +789	+6%	+$35.2K	0.05%	379
2020 Q2	$570K	Buy	13,099 +1,801	+16%	+$75.6K	0.06%	353
2020 Q1	$443K	Buy	11,298 +813	+8%	+$41.5K	0.06%	310
2019 Q4	$572K	Buy	10,485 +2,456	+31%	+$135K	0.06%	320
2019 Q3	$446K	Buy	8,029 +2,125	+36%	+$114K	0.06%	327
2019 Q2	$307K	Buy	+5,904	New	+$307K	0.04%	440