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Synergy Asset Management’s iShares Core US REIT ETF USRT Stock Holding History

Synergy Asset Management’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
Q1 		– Sell
-883
Closed -$54.4K – 806
2024
Q4 		$54.4K Buy
+883
New +$54.4K ﹤0.01% 269