Paladin Advisory Group’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
$117 Hold
2025
Q2
$113 Hold
2025
Q1
$115 Hold
2024
Q4
$115 Hold
2024
Q3
$123 Hold
2024
Q2
$106 Hold
2024
Q1
$106 Hold
2023
Q4
$109 Hold
2023
Q3
$94 Hold
2023
Q2
$103 Buy