Strategic Financial Planning’s iShares Core US REIT ETF USRT Stock Holding History

Strategic Financial Planning’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	$1M	Buy
2025 Q1	$1.02M	Buy
2024 Q4	$1.02M	Sell
2024 Q3	$1.09M	Sell
2024 Q2	$967K	Buy
2024 Q1	$958K	Sell
2023 Q4	$989K	Buy
2022 Q3	–	Sell
2022 Q2	$353K	Buy