Sequoia Financial Advisors’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	$242K	Buy	4,080 +26	+0.6%	+$1.56K	﹤0.01%	1687
2025 Q4	$231K	Sell	4,054 -11	-0.3%	-$637	﹤0.01%	1728
2025 Q3	$239K	Buy	4,065 +15	+0.4%	+$861	﹤0.01%	1522
2025 Q2	$229K	Sell	4,050 -800	-16%	-$44.8K	﹤0.01%	1420
2025 Q1	$279K	Sell	4,850 -40	-0.8%	-$2.32K	﹤0.01%	1095
2024 Q4	$280K	Buy	4,890 +515	+12%	+$31K	﹤0.01%	1053
2024 Q3	$269K	Sell	4,375 -96	-2%	-$5.6K	﹤0.01%	1022
2024 Q2	$239K	Sell	4,471 -8	-0.2%	-$415	﹤0.01%	999
2024 Q1	$241K	Sell	4,479 -11,633	-72%	-$616K	﹤0.01%	961
2023 Q4	$875K	Buy	+16,112	New	+$788K	0.01%	566
2023 Q3	–	Sell	-3,999	Closed	-$206K	–	1012
2023 Q2	$206K	Buy	+3,999	New	+$200K	﹤0.01%	859
2022 Q3	–	Sell	-4,044	Closed	-$216K	–	588
2022 Q2	$216K	Sell	4,044 -439	-10%	-$25.8K	0.01%	527
2022 Q1	$290K	Sell	4,483 -1,892	-30%	-$119K	0.01%	512
2021 Q4	$431K	Buy	+6,375	New	+$406K	0.01%	359
2021 Q3	–	Sell	-7,999	Closed	-$467K	–	443
2021 Q2	$467K	Buy	7,999 +2	+0%	+$114	0.02%	291
2021 Q1	$419K	Sell	7,997 -13	-0.2%	-$654	0.02%	279
2020 Q4	$388K	Buy	8,010 +15	+0.2%	+$699	0.02%	283
2020 Q3	$350K	Sell	7,995 -59	-0.7%	-$2.63K	0.02%	275
2020 Q2	$350K	Sell	8,054 -609	-7%	-$25.6K	0.02%	270
2020 Q1	$339K	Sell	8,663 -2,569	-23%	-$131K	0.03%	247
2019 Q4	$613K	Buy	11,232 +179	+2%	+$9.85K	0.04%	191
2019 Q3	$614K	Sell	11,053 -5,416	-33%	-$291K	0.04%	173
2019 Q2	$857K	Sell	16,469 -556	-3%	-$29K	0.06%	140
2019 Q1	$881K	Sell	17,025 -1,616	-9%	-$80.1K	0.07%	129
2018 Q4	$836K	Buy	+18,641	New	+$883K	0.1%	113