NWAM LLC’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
$328K Buy
2025
Q4
Sell
2025
Q3
$297K Sell
2025
Q2
$346K Sell
2025
Q1
$560K Sell
2024
Q4
$786K Sell
2024
Q3
$961K Buy