TWP
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Total Wealth Planning’s iShares Global REIT ETF REET Stock Holding History

Total Wealth Planning’s Portfolio REET Stock Details REET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$503K Sell
20,373
-511
-2% -$12.6K 0.06% 76
2025
Q1 		$507K Sell
20,884
-1,536
-7% -$37.3K 0.08% 62
2024
Q4 		$537K Buy
+22,420
New +$537K 0.08% 63