Wealthspire Advisors (New York)’s iShares Core US REIT ETF USRT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$596K	Sell	10,538 -42	-0.4%	-$2.38K	﹤0.01%	496
2025 Q1	$609K	Buy	10,580 +5,290	+100%	+$305K	﹤0.01%	473
2024 Q4	$303K	Hold	5,290	–	–	﹤0.01%	641
2024 Q3	$326K	Buy	+5,290	New	+$326K	﹤0.01%	604