Trademark Financial 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	$923K	Buy	16,324 +3,397	+26%	+$192K	0.56%	37
2025 Q1	$745K	Buy	12,927 +1,724	+15%	+$99.3K	0.57%	42
2024 Q4	$642K	Sell	11,203 -5,721	-34%	-$328K	0.51%	41
2024 Q3	$1.04M	Buy	+16,924	New	+$1.04M	0.83%	27