SignatureFD’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	$38K	Buy	642 +1	+0.2%	+$60	﹤0.01%	1888
2025 Q4	$36.5K	Buy	641 +378	+144%	+$21.9K	﹤0.01%	1829
2025 Q3	$15.5K	Buy	263 +1	+0.4%	+$57	﹤0.01%	2225
2025 Q2	$14.8K	Buy	262 +11	+4%	+$617	﹤0.01%	2187
2025 Q1	$14.4K	Buy	251 +1	+0.4%	+$58	﹤0.01%	2215
2024 Q4	$14.3K	Buy	250 +47	+23%	+$2.83K	﹤0.01%	2225
2024 Q3	$12.5K	Buy	203 +41	+25%	+$2.39K	﹤0.01%	2251
2024 Q2	$8.7K	Sell	162 -3,332	-95%	-$173K	﹤0.01%	2332
2024 Q1	$188K	Buy	+3,494	New	+$185K	﹤0.01%	851
2022 Q3	–	Sell	-353	Closed	-$19K	–	3369
2022 Q2	$19K	Buy	+353	New	+$20.8K	﹤0.01%	1815
2020 Q4	–	Sell	-309	Closed	-$14K	–	2716
2020 Q3	$14K	Sell	309 -889	-74%	-$39.7K	﹤0.01%	1524
2020 Q2	$52K	Hold	1,198	–	–	﹤0.01%	937
2020 Q1	$47K	Buy	+1,198	New	+$61.2K	﹤0.01%	907
2019 Q4	–	Sell	-173	Closed	-$10K	–	2282
2019 Q3	$10K	Buy	+173	New	+$9.31K	﹤0.01%	1445
2019 Q1	–	Sell	-1,261	Closed	-$57K	–	2065
2018 Q4	$57K	Sell	1,261 -247	-16%	-$11.7K	0.01%	795
2018 Q3	$73K	Buy	1,508 +1,342	+808%	+$66.9K	0.01%	752
2018 Q2	$8K	Buy	+166	New	+$7.74K	﹤0.01%	1453