Private Wealth Management Group’s iShares Global REIT ETF REET Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$392K Sell
2025
Q2
$428K Sell
2025
Q1
$455K Sell
2024
Q4
$507K Sell
2024
Q3
$724K Sell
2024
Q2
$740K Sell
2024
Q1
$943K Sell
2023
Q4
$1.42M Buy