ISHARES TR

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

Naviter Wealth, LLC's Holding History (CIK: 0001855567)

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

Q4 2025
Shares 62,871 Value ($000) $3,581 Avg Close — Range —
Q3 2025
Shares 40,373 Value ($000) $2,371 Avg Close — Range —
Q2 2025
Shares 30,446 Value ($000) $1,722 Avg Close — Range —
Q1 2025
Shares 40,346 Value ($000) $2,301 Avg Close — Range —
Q4 2024
Shares 31,896 Value ($000) $1,828 Avg Close — Range —
Q3 2024
Shares 10,337 Value ($000) $636 Avg Close — Range —
Q2 2024
Shares 43,958 Value ($000) $2,354 Avg Close — Range —
Q1 2024
Shares 21,384 Value ($000) $1,150 Avg Close — Range —
Q4 2023
Shares 153,507 Value ($000) $8,334 Avg Close — Range —
Q3 2023
Shares 70,950 Value ($000) $3,389 Avg Close — Range —
Q2 2023
Shares 49,528 Value ($000) $2,546 Avg Close — Range —
Q1 2023
Shares 23,561 Value ($000) $1,187 Avg Close — Range —
Q4 2022
Shares 43,776 Value ($000) $2,328 Avg Close — Range —