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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-493	Closed	-$28.4K	–	540
2025 Q1	$28.4K	Sell	493 -236	-32%	-$13.6K	0.01%	277
2024 Q4	$41.8K	Buy	+729	New	+$41.8K	0.02%	256