ISHARES TR

Ticker: USRT CUSIP: 464288521 Class: CRE U S REIT ETF

REDW Wealth LLC's Holding History (CIK: 0001688931)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 5,520 Value ($000) $314 Avg Close — Range —
Q3 2025
Shares 5,516 Value ($000) $324 Avg Close — Range —
Q2 2025
Shares 5,514 Value ($000) $312 Avg Close — Range —
Q1 2025
Shares 4,991 Value ($000) $287 Avg Close — Range —
Q4 2024
Shares 5,113 Value ($000) $293 Avg Close — Range —
Q3 2024
Shares 7,111 Value ($000) $438 Avg Close — Range —
Q2 2024
Shares 7,023 Value ($000) $376 Avg Close — Range —
Q1 2024
Shares 7,019 Value ($000) $378 Avg Close — Range —
Q4 2023
Shares 9,218 Value ($000) $500 Avg Close — Range —
Q3 2023
Shares 11,476 Value ($000) $541 Avg Close — Range —
Q2 2023
Shares 9,405 Value ($000) $483 Avg Close — Range —
Q1 2023
Shares 10,403 Value ($000) $524 Avg Close — Range —
Q4 2022
Shares 10,403 Value ($000) $514 Avg Close — Range —
Q1 2022
Shares 3,769 Value ($000) $244 Avg Close — Range —
Q4 2021
Shares 3,769 Value ($000) $255 Avg Close — Range —
Q3 2021
Shares 3,780 Value ($000) $222 Avg Close — Range —
Q2 2021
Shares 3,818 Value ($000) $223 Avg Close — Range —
Q1 2021
Shares 4,467 Value ($000) $234 Avg Close — Range —
Q4 2020
Shares 4,557 Value ($000) $221 Avg Close — Range —
Q3 2020
Shares 6,497 Value ($000) $284 Avg Close — Range —
Q2 2020
Shares 6,497 Value ($000) $282 Avg Close — Range —