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Summit Wealth Group’s iShares Core US REIT ETF USRT Stock Holding History

Summit Wealth Group’s Portfolio USRT Stock Details USRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-63,806
Closed -$1K – 249
2023
Q1 		$1K Buy
+63,806
New +$1K 0.02% 148