ISHARES TR

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

Envision Financial LLC's Holding History (CIK: 0002051355)

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

Q4 2025
Shares 69,327 Value ($000) $3,949 Avg Close — Range —
Q3 2025
Shares 63,302 Value ($000) $3,717 Avg Close — Range —
Q2 2025
Shares 50,315 Value ($000) $2,846 Avg Close — Range —
Q1 2025
Shares 49,268 Value ($000) $2,838 Avg Close — Range —
Q4 2024
Shares 24,816 Value ($000) $1,422 Avg Close — Range —