TD Private Client Wealth’s iShares Core US REIT ETF USRT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$73.5K	Sell	1,242 -230	-16%	-$13.8K	﹤0.01%	813
2025 Q4	$83.8K	Buy	1,472 +106	+8%	+$6.14K	﹤0.01%	791
2025 Q3	$80.2K	Hold	1,366	–	–	﹤0.01%	780
2025 Q2	$77.3K	Hold	1,366	–	–	﹤0.01%	774
2025 Q1	$78.7K	Buy	1,366 +52	+4%	+$3.01K	﹤0.01%	737
2024 Q4	$75.3K	Buy	+1,314	New	+$79K	﹤0.01%	754
2024 Q1	–	Sell	-735	Closed	-$39.9K	–	1271
2023 Q4	$39.9K	Buy	+735	New	+$35.9K	﹤0.01%	846
2023 Q3	–	Sell	-17,734	Closed	-$912K	–	1275
2023 Q2	$912K	Sell	17,734 -4,653	-21%	-$233K	0.04%	353
2023 Q1	$1.13M	Sell	22,387 -1,078	-5%	-$55.8K	0.05%	314
2022 Q4	$1.16M	Buy	23,465 +4,535	+24%	+$225K	0.05%	298
2022 Q3	$899K	Buy	18,930 +15,640	+475%	+$861K	0.05%	327
2022 Q2	$176K	Buy	3,290 +1,149	+54%	+$67.6K	0.01%	539
2022 Q1	$138K	Hold	2,141	–	–	0.01%	594
2021 Q4	$145K	Buy	+2,141	New	+$136K	0.01%	592