WT Wealth 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
2023 Q2	–	Sell	-9,691	Closed	-$488K	–	114
2023 Q1	$488K	Sell	9,691 -23	-0.2%	-$1.16K	0.21%	89
2022 Q4	$480K	Buy	+9,714	New	+$480K	0.23%	74
2020 Q1	–	Sell	-6,300	Closed	-$343K	–	92
2019 Q4	$343K	Buy	+6,300	New	+$343K	0.26%	68