Park Avenue Securities’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
$547K Sell
9,234
-1,076
-10% -$64.6K ﹤0.01% 1075
2025
Q4
$587K Buy
10,310
+4,105
+66% +$238K 0.01% 1026
2025
Q3
$364K Buy
6,205
+1,476
+31% +$84.7K ﹤0.01% 1336
2025
Q2
$267K Buy
4,729
+1,189
+34% +$66.6K ﹤0.01% 1321
2025
Q1
$204K Sell
3,540
-4,809
-58% -$279K ﹤0.01% 1127
2024
Q4
$478K Buy
+8,349
New +$502K ﹤0.01% 1098
2024
Q2
Sell
-6,815
Closed -$367K 1416
2024
Q1
$367K Sell
6,815
-56
-0.8% -$2.97K ﹤0.01% 1089
2023
Q4
$373K Buy
+6,871
New +$336K 0.01% 1028

Other funds holding USRT