Private Client Services’s iShares Core US REIT ETF USRT Stock Holding History

Private Client Services’s Portfolio USRT Stock Details USRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.61M	Buy
2025 Q2	$1.47M	Buy
2025 Q1	$998K	Buy
2024 Q4	$562K	Sell
2024 Q3	$978K	Buy
2024 Q2	$739K	Buy
2024 Q1	$720K	Buy
2023 Q4	$694K	Buy