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

Summit Financial Consulting’s Portfolio USRT Stock Details USRT Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$351K	Buy
2025 Q2	$309K	Buy
2025 Q1	$280K	Buy