RDA Financial Network’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 Q2	$392K	Buy	5,893 +57	+1%	+$3.67K	0.09%	192
2026 Q1	$345K	Buy	5,836 +127	+2%	+$7.63K	0.09%	196
2025 Q4	$325K	Sell	5,709 -980	-15%	-$56.7K	0.08%	201
2025 Q3	$393K	Sell	6,689 -970	-13%	-$55.7K	0.1%	182
2025 Q2	$433K	Sell	7,659 -2,296	-23%	-$129K	0.12%	159
2025 Q1	$573K	Sell	9,955 -638	-6%	-$37K	0.17%	123
2024 Q4	$607K	Sell	10,593 -9,348	-47%	-$562K	0.18%	123
2024 Q3	$1.23M	Sell	19,941 -4,562	-19%	-$266K	0.38%	80
2024 Q2	$1.31M	Sell	24,503 -15,014	-38%	-$779K	0.43%	66
2024 Q1	$2.13M	Sell	39,517 -1,581	-4%	-$83.8K	0.73%	39
2023 Q4	$2.23M	Sell	41,098 -1,349	-3%	-$66K	0.85%	31
2023 Q3	$2M	Sell	42,447 -2,968	-7%	-$152K	0.87%	33
2023 Q2	$2.33M	Sell	45,415 -11,860	-21%	-$594K	0.98%	30
2023 Q1	$2.89M	Sell	57,275 -1,986	-3%	-$103K	1.32%	19
2022 Q4	$2.93M	Buy	59,261 +219	+0.4%	+$10.9K	1.47%	13
2022 Q3	$2.8M	Sell	59,042 -1,149	-2%	-$63.2K	1.53%	12
2022 Q2	$3.21M	Buy	60,191 +599	+1%	+$35.2K	1.62%	10
2022 Q1	$3.85M	Buy	59,592 +696	+1%	+$43.7K	1.63%	10
2021 Q4	$3.98M	Buy	58,896 +2,329	+4%	+$148K	1.62%	10
2021 Q3	$3.32M	Sell	56,567 -515	-0.9%	-$31.3K	1.46%	12
2021 Q2	$3.33M	Sell	57,082 -108	-0.2%	-$6.13K	1.47%	12
2021 Q1	$3M	Buy	57,190 +863	+2%	+$43.4K	1.29%	17
2020 Q4	$2.73M	Sell	56,327 -630	-1%	-$29.4K	1.23%	18
2020 Q3	$2.49M	Buy	56,957 +1,543	+3%	+$68.8K	1.13%	18
2020 Q2	$2.41M	Sell	55,414 -122	-0.2%	-$5.12K	1.2%	16
2020 Q1	$2.17M	Buy	55,536 +3,632	+7%	+$185K	1.31%	14
2019 Q4	$2.9M	Sell	51,904 -999	-2%	-$55K	1.18%	14
2019 Q3	$2.94M	Sell	52,903 -1,220	-2%	-$65.6K	1.25%	14
2019 Q2	$2.89M	Buy	54,123 +959	+2%	+$49.9K	1.3%	13
2019 Q1	$2.77M	Buy	+53,164	New	+$2.63M	1.31%	13