Shum Financial Group’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 Q1	$1.27M	Buy	22,082 +15	+0.1%	+$864	1.1%	30
2024 Q4	$1.26M	Sell	22,067 -204	-0.9%	-$11.7K	1.09%	31
2024 Q3	$1.35M	Buy	+22,271	New	+$1.35M	1.13%	27