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Summit Financial Consulting’s iShares Core US REIT ETF USRT Stock Holding History

Summit Financial Consulting’s Portfolio USRT Stock Details USRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$309K Buy
5,465
+602
+12% +$34K 0.28% 30
2025
Q1 		$280K Buy
+4,863
New +$280K 0.26% 36