WealthTrak Capital Management’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	$2.3M	Buy	40,707 +101	+0.2%	+$5.71K	1.92%	10
2025 Q1	$2.34M	Buy	40,606 +695	+2%	+$40K	2.02%	13
2024 Q4	$2.29M	Buy	+39,911	New	+$2.29M	1.93%	13