Wrenne Financial Planning’s iShares Core US REIT ETF USRT Stock Holding History

Wrenne Financial Planning’s Portfolio USRT Stock Details USRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$563K	Buy
2025 Q2	$436K	Buy
2025 Q1	$285K	Buy
2024 Q4	$262K	Sell
2024 Q3	$330K	Sell
2024 Q2	$289K	Buy
2024 Q1	$287K	Sell
2023 Q4	$715K	Buy