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

SFG Wealth Management’s Portfolio USRT Stock Details USRT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-7,890
Closed -$454K – 125
2025
Q1 		$454K Buy
7,890
+4,106
+109% +$236K 0.22% 78
2024
Q4 		$217K Buy
+3,784
New +$217K 0.11% 94