YHB Investment Advisors’s iShares Core US REIT ETF USRT Stock Holding History

YHB Investment Advisors’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	$582K	Sell
2025 Q2	$567K	Buy
2025 Q1	$576K	Buy
2024 Q4	$546K	Buy
2024 Q3	$391K	Sell
2024 Q2	$362K	Sell
2024 Q1	$375K	Buy
2023 Q4	$219K	Buy