Peak Financial Management’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	$6.07M	Buy	102,569 +3,778	+4%	+$227K	1.54%	21
2025 Q4	$5.63M	Buy	98,791 +1,753	+2%	+$102K	1.45%	22
2025 Q3	$5.7M	Buy	97,038 +2,320	+2%	+$133K	1.51%	22
2025 Q2	$5.36M	Buy	94,718 +1,440	+2%	+$80.7K	1.52%	20
2025 Q1	$5.37M	Buy	93,278 +1,671	+2%	+$96.8K	1.61%	21
2024 Q4	$5.25M	Buy	91,607 +808	+0.9%	+$48.6K	1.57%	22
2024 Q3	$5.59M	Buy	90,799 +33	+0%	+$1.93K	1.64%	22
2024 Q2	$4.86M	Buy	90,766 +1,020	+1%	+$52.9K	1.52%	24
2024 Q1	$4.83M	Buy	89,746 +4,292	+5%	+$227K	1.53%	24
2023 Q4	$4.64M	Buy	85,454 +3,717	+5%	+$182K	1.56%	24
2023 Q3	$3.86M	Buy	81,737 +64,383	+371%	+$3.29M	1.4%	27
2023 Q2	$892K	Buy	+17,354	New	+$869K	0.32%	43