Stratos Wealth Partners’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	$230K	Buy	3,886 +4	+0.1%	+$240	﹤0.01%	1463
2025 Q4	$221K	Buy	3,882 +151	+4%	+$8.74K	﹤0.01%	1461
2025 Q3	$219K	Buy	+3,731	New	+$214K	﹤0.01%	1419
2025 Q2	–	Sell	-15,583	Closed	-$898K	–	1484
2025 Q1	$898K	Buy	15,583 +250	+2%	+$14.5K	0.01%	699
2024 Q4	$879K	Buy	15,333 +237	+2%	+$14.3K	0.01%	740
2024 Q3	$929K	Buy	+15,096	New	+$881K	0.01%	713
2022 Q4	–	Sell	-5,488	Closed	-$261K	–	1185
2022 Q3	$261K	Sell	5,488 -1,239	-18%	-$68.2K	0.01%	919
2022 Q2	$359K	Buy	6,727 +590	+10%	+$34.7K	0.01%	855
2022 Q1	$397K	Buy	6,137 +207	+3%	+$13K	0.01%	894
2021 Q4	$401K	Buy	+5,930	New	+$377K	0.01%	896
2019 Q1	–	Sell	-45,679	Closed	-$2.05M	–	953
2018 Q4	$2.05M	Buy	+45,679	New	+$2.16M	0.11%	204