Values Added Financial’s iShares Core US REIT ETF USRT Stock Holding History

Values Added Financial’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	$280K	Hold
2025 Q2	$270K	Hold
2025 Q1	$275K	Sell
2024 Q4	$328K	Hold
2024 Q3	$353K	Sell
2024 Q2	$339K	Buy
2024 Q1	$297K	Sell
2023 Q4	$310K	Buy
2023 Q3	$245K	Sell
2023 Q2	$269K	Buy