Walter & Keenan Wealth Management’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
Q2
$1.02M Sell
2025
Q1
$1.04M Buy
2024
Q4
$1.03M Buy
2024
Q3
$1.03M Buy
2024
Q2
$804K Sell
2024
Q1
$850K Sell
2023
Q4
$1.29M Sell
2023
Q3
$1.12M Sell
2023
Q2
$1.35M Buy
2023
Q1
$1.2M Buy
2022
Q4
$400K Buy