Principal 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
2025
Q2
$538K Buy
2025
Q1
$515K Hold
2024
Q4
$515K Sell
2024
Q3
$557K Buy
2024
Q2
$467K Sell
2024
Q1
$696K Buy
2023
Q4
$678K Buy