Trademark Financial Management’s iShares Core US REIT ETF USRT Stock Holding History

Trademark Financial Management’s Portfolio USRT Stock Details USRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$204K	Sell
2025 Q2	$923K	Buy
2025 Q1	$745K	Buy
2024 Q4	$642K	Sell
2024 Q3	$1.04M	Buy