Roble Belko & Company’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 Q1	$3.08M	Buy	52,109 +18,876	+57%	+$1.13M	0.39%	32
2025 Q4	$1.89M	Buy	33,233 +12	+0%	+$695	0.25%	39
2025 Q3	$1.95M	Sell	33,221 -11	-0%	-$631	0.26%	38
2025 Q2	$1.88M	Buy	33,232 +5,994	+22%	+$336K	0.27%	39
2025 Q1	$1.57M	Sell	27,238 -1,028	-4%	-$59.5K	0.25%	44
2024 Q4	$1.62M	Buy	28,266 +16	+0.1%	+$962	0.26%	43
2024 Q3	$1.74M	Sell	28,250 -251	-0.9%	-$14.7K	0.27%	40
2024 Q2	$1.53M	Buy	28,501 +530	+2%	+$27.5K	0.26%	41
2024 Q1	$1.5M	Sell	27,971 -316	-1%	-$16.7K	0.26%	42
2023 Q4	$1.54M	Buy	28,287 +4,239	+18%	+$207K	0.29%	40
2023 Q3	$1.14M	Buy	24,048 +6,338	+36%	+$324K	0.23%	44
2023 Q2	$910K	Sell	17,710 -888	-5%	-$44.4K	0.18%	47
2023 Q1	$937K	Buy	18,598 +7,426	+66%	+$384K	0.19%	50
2022 Q4	$552K	Buy	11,172 +6,897	+161%	+$342K	0.12%	62
2022 Q3	$203K	Sell	4,275 -16,361	-79%	-$901K	0.05%	93
2022 Q2	$1.1M	Buy	20,636 +6,843	+50%	+$402K	0.25%	45
2022 Q1	$892K	Buy	13,793 +12,287	+816%	+$772K	0.17%	50
2021 Q4	$102K	Buy	1,506 +13	+0.9%	+$827	0.02%	131
2021 Q3	$88K	Sell	1,493 -284	-16%	-$17.3K	0.02%	124
2021 Q2	$104K	Buy	1,777 +1	+0.1%	+$57	0.02%	123
2021 Q1	$93K	Buy	1,776 +1	+0.1%	+$50	0.02%	121
2020 Q4	$86K	Sell	1,775 -705	-28%	-$32.9K	0.02%	117
2020 Q3	$108K	Buy	2,480 +1	+0%	+$45	0.03%	108
2020 Q2	$108K	Buy	2,479 +1	+0%	+$42	0.03%	109
2020 Q1	$97K	Buy	+2,478	New	+$127K	0.03%	116