ISHARES TR

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

BEAM WEALTH ADVISORS, INC.'s Holding History (CIK: 0001803426)

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

Q4 2025
Shares 10,240 Value ($000) $583 Avg Close Range
Q3 2025
Shares 10,802 Value ($000) $634 Avg Close Range
Q2 2025
Shares 10,709 Value ($000) $606 Avg Close Range
Q1 2025
Shares 10,202 Value ($000) $588 Avg Close Range
Q4 2024
Shares 10,947 Value ($000) $627 Avg Close Range
Q3 2024
Shares 11,388 Value ($000) $701 Avg Close Range
Q2 2024
Shares 11,360 Value ($000) $608 Avg Close Range
Q1 2024
Shares 11,895 Value ($000) $640 Avg Close Range
Q4 2023
Shares 10,890 Value ($000) $591 Avg Close Range
Q3 2023
Shares 13,609 Value ($000) $642 Avg Close Range
Q2 2023
Shares 14,295 Value ($000) $735 Avg Close Range
Q1 2023
Shares 14,699 Value ($000) $741 Avg Close Range
Q4 2022
Shares 14,774 Value ($000) $731 Avg Close Range
Q3 2022
Shares 14,054 Value ($000) $668 Avg Close Range
Q2 2022
Shares 14,666 Value ($000) $783 Avg Close Range
Q1 2022
Shares 13,965 Value ($000) $903 Avg Close Range
Q4 2021
Shares 13,544 Value ($000) $915 Avg Close Range
Q3 2021
Shares 13,249 Value ($000) $777 Avg Close Range
Q2 2021
Shares 12,585 Value ($000) $734 Avg Close Range
Q1 2021
Shares 13,373 Value ($000) $701 Avg Close Range
Q4 2020
Shares 13,250 Value ($000) $641 Avg Close Range
Q3 2020
Shares 11,935 Value ($000) $522 Avg Close Range
Q2 2020
Shares 10,524 Value ($000) $466 Avg Close Range
Q1 2020
Shares 9,854 Value ($000) $386 Avg Close Range
Q4 2019
Shares 8,248 Value ($000) $450 Avg Close Range