NWF Advisory Services’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
$270K Hold
2025
Q2
$260K Hold
2025
Q1
$265K Hold
2024
Q4
$264K Hold
2024
Q3
$283K Hold
2024
Q2
$246K Hold
2024
Q1
$247K Hold
2023
Q4
$250K Hold
2023
Q3
$217K Buy