&Partners’s iShares Core US REIT ETF USRT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.23M	Buy	+21,685	New	+$1.23M	0.01%	881
2025 Q1	–	Sell	-5,343	Closed	-$307K	–	1804
2024 Q4	$307K	Buy	+5,343	New	+$307K	﹤0.01%	1329