Vise Technologies’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
2026 Q1	$1.75M	Hold	30,733	–	–	0.03%	412
2025 Q4	$1.75M	Buy	30,733 +7,400	+32%	+$429K	0.03%	413
2025 Q3	$1.37M	Sell	23,333 -19,839	-46%	-$1.14M	0.05%	345
2025 Q2	$2.44M	Buy	+43,172	New	+$2.42M	0.1%	214
2024 Q4	$1.24M	Buy	21,671 +1,139	+6%	+$68.5K	0.1%	206
2024 Q3	$1.26M	Sell	20,532 -2,647	-11%	-$155K	0.16%	131
2024 Q2	$1.24M	Buy	23,179 +5,169	+29%	+$268K	0.22%	95
2024 Q1	$969K	Buy	18,010 +886	+5%	+$46.9K	0.19%	112
2023 Q4	$930K	Sell	17,124 -12,569	-42%	-$615K	0.2%	118
2023 Q3	$1.4M	Buy	29,693 +2,558	+9%	+$131K	0.34%	76
2023 Q2	$1.4M	Buy	27,135 +6,689	+33%	+$335K	0.34%	73
2023 Q1	$1.03M	Buy	20,446 +2,690	+15%	+$139K	0.27%	84
2022 Q4	$878K	Buy	17,756 +6,904	+64%	+$342K	0.27%	89
2022 Q3	$515K	Buy	10,852 +4,987	+85%	+$275K	0.19%	120
2022 Q2	$313K	Buy	+5,865	New	+$345K	0.12%	190