WCFA
USRT icon

Walkner Condon Financial Advisors’s iShares Core US REIT ETF USRT Stock Holding History

Walkner Condon Financial Advisors’s Portfolio USRT Stock Details USRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.97M Buy
34,872
+6,404
+22% +$362K 0.36% 65
2025
Q1 		$1.64M Buy
+28,468
New +$1.64M 0.33% 68