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ORG Wealth Partners’s iShares Global REIT ETF REET Stock Holding History

ORG Wealth Partners’s Portfolio REET Stock Details REET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$127K Hold
5,050
– – 0.03% 263
2025
Q4 		$126K Hold
5,050
– – 0.03% 257
2025
Q3 		$129K Hold
5,050
– – 0.03% 252
2025
Q2 		$126K Hold
5,050
– – 0.03% 216
2025
Q1 		$123K Hold
5,050
– – 0.04% 232
2024
Q4 		$121K Hold
5,050
– – 0.04% 153
2024
Q3 		$135K Buy
+5,050
New +$128K 0.04% 152

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PL
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SC
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