Vantage Financial Partners (Illinois)’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
2024
Q2
$10.5M Buy
196,088
+111,233
+131% +$5.96M 2.61% 13
2024
Q1
$4.57M Buy
+84,855
New +$4.57M 1.19% 27