United Advisor Group’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	$252K	Sell	4,459 -99	-2%	-$5.6K	0.04%	342
2025 Q1	$263K	Buy	4,558 +192	+4%	+$11.1K	0.05%	294
2024 Q4	$250K	Buy	+4,366	New	+$250K	0.05%	319