Seaside Wealth Management’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	$399K	Hold	6,748	–	–	0.11%	44
2025 Q4	$384K	Hold	6,748	–	–	0.11%	44
2025 Q3	$396K	Hold	6,748	–	–	0.12%	47
2025 Q2	$382K	Buy	6,748 +2,206	+49%	+$124K	0.12%	47
2025 Q1	$262K	Buy	4,542 +94	+2%	+$5.44K	0.09%	52
2024 Q4	$255K	Sell	4,448 -25	-0.6%	-$1.5K	0.09%	52
2024 Q3	$275K	Hold	4,473	–	–	0.1%	47
2024 Q2	$240K	Hold	4,473	–	–	0.1%	54
2024 Q1	$241K	Sell	4,473 -2	-0%	-$106	0.1%	49
2023 Q4	$243K	Sell	4,475 -158	-3%	-$7.73K	0.11%	47
2023 Q3	$219K	Buy	4,633 +144	+3%	+$7.37K	0.11%	46
2023 Q2	$231K	Buy	4,489 +84	+2%	+$4.2K	0.12%	46
2023 Q1	$224K	Sell	4,405 -365	-8%	-$18.9K	0.14%	44
2022 Q4	$236K	Buy	4,770 +217	+5%	+$10.8K	0.16%	42
2022 Q3	$227K	Buy	4,553 +772	+20%	+$42.5K	0.16%	46
2022 Q2	$222K	Buy	+3,781	New	+$222K	0.17%	47