ORBA Wealth 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
Q2
Sell
2025
Q1
$278K Hold
2024
Q4
$276K Sell
2024
Q3
$318K Sell
2024
Q2
$281K Sell
2024
Q1
$292K Hold
2023
Q4
$294K Buy