VERITY Wealth Advisors’s iShares Core US REIT ETF USRT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$352K Hold
2025
Q2
$339K Hold
2025
Q1
$345K Hold
2024
Q4
$344K Hold
2024
Q3
$369K Hold
2024
Q2
$321K Hold
2024
Q1
$323K Buy
2023
Q4
$206K Buy