Wealthcare Advisory Partners’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 Q2	$13.3M	Buy	200,743 +23,643	+13%	+$1.52M	0.25%	81
2026 Q1	$10.5M	Buy	177,100 +76,437	+76%	+$4.59M	0.2%	101
2025 Q4	$5.73M	Buy	+100,663	New	+$5.83M	0.11%	161
2023 Q3	–	Sell	-5,272	Closed	-$271K	–	745
2023 Q2	$271K	Sell	5,272 -48,353	-90%	-$2.42M	0.01%	594
2023 Q1	$2.7M	Sell	53,625 -1,611	-3%	-$83.4K	0.12%	147
2022 Q4	$2.73M	Buy	55,236 +6,632	+14%	+$329K	0.13%	132
2022 Q3	$2.31M	Buy	48,604 +13,181	+37%	+$726K	0.13%	129
2022 Q2	$1.89M	Buy	+35,423	New	+$2.08M	0.11%	124
2021 Q2	–	Sell	-655	Closed	-$34K	–	1795
2021 Q1	$34K	Buy	+655	New	+$33K	﹤0.01%	1019
2020 Q2	–	Sell	-655	Closed	-$26K	–	1293
2020 Q1	$26K	Hold	655	–	–	﹤0.01%	670
2019 Q4	$36K	Hold	655	–	–	﹤0.01%	623
2019 Q3	$36K	Hold	655	–	–	0.01%	608
2019 Q2	$34K	Hold	655	–	–	0.01%	596
2019 Q1	$34K	Hold	655	–	–	0.01%	548
2018 Q4	$29K	Hold	655	–	–	0.01%	555
2018 Q3	$32K	Hold	655	–	–	0.01%	569
2018 Q2	$32K	Hold	655	–	–	0.01%	561
2018 Q1	$30K	Hold	655	–	–	0.01%	505
2017 Q4	$32K	Hold	655	–	–	0.01%	448
2017 Q3	$32K	Buy	+655	New	+$32.4K	0.01%	364

Other funds holding USRT