Source Financial Advisors’s iShares Core US REIT ETF USRT Stock Holding History

Source Financial Advisors’s Portfolio USRT Stock Details USRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$1.64M	Buy
2024 Q2	$1.43M	Buy
2024 Q1	$1.36M	Buy
2023 Q4	$1.19M	Buy
2023 Q3	$984K	Buy
2023 Q2	$997K	Sell
2023 Q1	$982K	Buy
2022 Q4	$923K	Buy
2022 Q3	$862K	Buy