Stamos Capital Partners’s iShares Core US REIT ETF USRT Stock Holding History

Stamos Capital Partners’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
2025 Q2	$2.78M	Buy
2025 Q1	$1.73M	Sell
2024 Q4	$2.01M	Buy
2024 Q3	$1.24M	Sell
2024 Q2	$1.27M	Buy
2024 Q1	$1.25M	Sell
2023 Q4	$1.44M	Sell
2023 Q3	$1.51M	Buy
2023 Q2	$1.55M	Buy
2023 Q1	$307K	Buy