1834 Investment Advisors’s iShares Core US REIT ETF USRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $842K | Hold |
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|
2025
Q1 | $857K | Hold |
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|
2024
Q4 | $853K | Hold |
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|
2024
Q3 | $916K | Hold |
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|
2024
Q2 | $797K | Sell |
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|
2024
Q1 | $904K | Hold |
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|
2023
Q4 | $913K | Hold |
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|
2023
Q3 | $793K | Sell |
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|
2023
Q2 | $870K | Sell |
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|
2023
Q1 | $863K | Sell |
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|
2022
Q4 | $1.01M | Sell |
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|
2022
Q3 | $1.09M | Hold |
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|
2022
Q2 | $1.23M | Sell |
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|
2022
Q1 | $1.54M | Hold |
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|
2021
Q4 | $1.61M | Hold |
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|
2021
Q3 | $1.4M | Buy |
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|
2021
Q2 | $1.36M | Buy |
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|
2021
Q1 | $985K | Sell |
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|
2020
Q4 | $989K | Hold |
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|
2020
Q3 | $894K | Hold |
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|
2020
Q2 | $888K | Buy |
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|
2020
Q1 | $749K | Hold |
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|
2019
Q4 | $1.04M | Hold |
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|
2019
Q3 | $1.06M | Sell |
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|
2019
Q2 | $1.03M | Hold |
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|
2019
Q1 | $1.02M | Hold |
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|
2018
Q4 | $888K | Hold |
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|
2018
Q3 | $958K | Hold |
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|
2018
Q2 | $973K | Buy |
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|
2018
Q1 | $866K | Buy |
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|
2017
Q4 | $880K | Sell |
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|
2017
Q3 | $900K | Buy |
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|
2017
Q2 | $874K | Buy |
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|
2017
Q1 | $861K | Hold |
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|
2016
Q4 | $858K | Buy |
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|
2016
Q3 | $851K | Buy |
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|
2016
Q2 | $856K | Hold |
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|
2016
Q1 | $812K | Hold |
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|
2015
Q4 | $784K | Hold |
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|
2015
Q3 | $727K | Hold |
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|
2015
Q2 | $720K | Hold |
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|
2015
Q1 | $805K | Hold |
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|
2014
Q4 | $783K | Buy |
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|
2014
Q3 | $677K | Buy |
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|
2014
Q2 | $649K | Buy |
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