Visionary 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
2026 Q1	$4.6M	Buy	77,793 +2,038	+3%	+$122K	0.2%	122
2025 Q4	$4.32M	Sell	75,755 -2,689	-3%	-$156K	0.19%	126
2025 Q3	$4.61M	Buy	78,444 +4,714	+6%	+$271K	0.21%	111
2025 Q2	$4.17M	Buy	73,730 +669	+0.9%	+$37.5K	0.21%	114
2025 Q1	$4.21M	Buy	73,061 +1,144	+2%	+$66.3K	0.25%	105
2024 Q4	$4.12M	Sell	71,917 -391	-0.5%	-$23.5K	0.24%	108
2024 Q3	$4.45M	Sell	72,308 -366	-0.5%	-$21.4K	0.27%	96
2024 Q2	$3.89M	Buy	72,674 +2,970	+4%	+$154K	0.25%	101
2024 Q1	$3.75M	Sell	69,704 -1,555	-2%	-$82.4K	0.25%	108
2023 Q4	$3.87M	Buy	71,259 +2,439	+4%	+$119K	0.28%	98
2023 Q3	$3.25M	Buy	68,820 +619	+0.9%	+$31.7K	0.26%	103
2023 Q2	$3.51M	Buy	68,201 +669	+1%	+$33.5K	0.28%	96
2023 Q1	$3.4M	Sell	67,532 -8,494	-11%	-$440K	0.29%	91
2022 Q4	$3.76M	Sell	76,026 -130	-0.2%	-$6.44K	0.35%	81
2022 Q3	$3.62M	Sell	76,156 -4,407	-5%	-$243K	0.38%	72
2022 Q2	$4.3M	Buy	80,563 +6,131	+8%	+$361K	0.39%	71
2022 Q1	$4.81M	Buy	+74,432	New	+$4.67M	0.39%	70