Sterling Wealth Management’s iShares Global REIT ETF REET Stock Holding History

Sterling Wealth Management’s Portfolio REET Stock Details REET Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$950K	Buy
2025 Q2	$910K	Buy
2024 Q4	$953K	Sell
2024 Q3	$1.11M	Buy
2024 Q2	$963K	Buy
2024 Q1	$977K	Sell
2023 Q4	$1.02M	Buy