Peak Financial Management’s iShares Core US REIT ETF USRT Stock Holding History

Peak Financial Management’s Portfolio USRT Stock Details USRT Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$5.7M	Buy
2025 Q2	$5.36M	Buy
2025 Q1	$5.37M	Buy
2024 Q4	$5.25M	Buy
2024 Q3	$5.59M	Buy
2024 Q2	$4.86M	Buy
2024 Q1	$4.83M	Buy
2023 Q4	$4.64M	Buy
2023 Q3	$3.86M	Buy
2023 Q2	$892K	Buy