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Tidemark’s iShares Core US REIT ETF USRT Stock Holding History

Tidemark’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
Q2 		$153K Buy
2,700
+1,133
+72% +$64.1K 0.05% 144
2025
Q1 		$90.3K Buy
1,567
+1,075
+218% +$61.9K 0.03% 182
2024
Q4 		$28.2K Buy
+492
New +$28.2K 0.01% 313