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

Wealthspire Advisors (New York)’s Portfolio USRT Stock Details USRT Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$619K	Hold
2025 Q2	$596K	Sell
2025 Q1	$609K	Buy
2024 Q4	$303K	Hold
2024 Q3	$326K	Buy