Rialto Wealth Management’s iShares Core US REIT ETF USRT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.71M	Buy	83,314 +7,806	+10%	+$442K	1.32%	19
2025 Q1	$4.35M	Buy	75,508 +15,459	+26%	+$890K	1.37%	18
2024 Q4	$3.44M	Buy	+60,049	New	+$3.44M	1.14%	22