WealthShield 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 Q1	–	Sell	-506	Closed	-$28.8K	–	623
2025 Q4	$28.8K	Buy	+506	New	+$29.3K	﹤0.01%	464
2024 Q2	–	Sell	-45	Closed	-$2.4K	–	490
2024 Q1	$2.4K	Buy	45 +1	+2%	+$53	﹤0.01%	460
2023 Q4	$2.41K	Buy	+44	New	+$2.15K	﹤0.01%	458
2020 Q2	–	Sell	-4,981	Closed	-$195K	–	342
2020 Q1	$195K	Hold	4,981	–	–	0.12%	157
2019 Q4	$272K	Hold	4,981	–	–	0.13%	147
2019 Q3	$277K	Hold	4,981	–	–	0.15%	137
2019 Q2	$259K	Buy	4,981 +900	+22%	+$46.9K	0.15%	126
2019 Q1	$211K	Buy	4,081 +1,900	+87%	+$94.2K	0.12%	138
2018 Q4	$98K	Hold	2,181	–	–	0.07%	146
2018 Q3	$108K	Hold	2,181	–	–	0.06%	147
2018 Q2	$108K	Hold	2,181	–	–	0.07%	135
2018 Q1	$98K	Buy	2,181 +560	+35%	+$25.6K	0.06%	133
2017 Q4	$80K	Buy	+1,621	New	+$80.6K	0.05%	144