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Tyche Wealth Partners’s iShares Core US REIT ETF USRT Stock Holding History

Tyche Wealth Partners’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
2026
Q1 		$1.43M Buy
24,237
+1,726
+8% +$104K 0.22% 89
2025
Q4 		$1.28M Buy
22,511
+1,453
+7% +$84.1K 0.2% 96
2025
Q3 		$1.24M Buy
21,058
+4,896
+30% +$281K 0.22% 88
2025
Q2 		$914K Buy
16,162
+7,745
+92% +$434K 0.18% 91
2025
Q1 		$485K Buy
8,417
+541
+7% +$31.3K 0.1% 140
2024
Q4 		$451K Sell
7,876
-535
-6% -$32.2K 0.1% 170
2024
Q3 		$518K Buy
8,411
+4
+0% +$234 0.12% 132
2024
Q2 		$450K Sell
8,407
-2,296
-21% -$119K 0.11% 145
2024
Q1 		$576K Sell
10,703
-1,216
-10% -$64.4K 0.14% 118
2023
Q4 		$647K Buy
+11,919
New +$583K 0.16% 119

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RIM
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TCOT
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SC
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DCM
Disciplina Capital Management Nashville, Tennessee $944M AUM 10.02% 1-Year Est. Return