1IA
1834 Investment Advisors’s iShares Core US REIT ETF USRT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $842K | Hold |
14,878
| – | – | 0.11% | 125 |
|
|
2025
Q1 | $857K | Hold |
14,878
| – | – | 0.11% | 121 |
|
|
2024
Q4 | $853K | Hold |
14,878
| – | – | 0.11% | 124 |
|
|
2024
Q3 | $916K | Hold |
14,878
| – | – | 0.11% | 129 |
|
|
2024
Q2 | $797K | Sell |
14,878
-1,934
| -12% | -$104K | 0.1% | 133 |
|
|
2024
Q1 | $904K | Hold |
16,812
| – | – | 0.11% | 123 |
|
|
2023
Q4 | $913K | Hold |
16,812
| – | – | 0.11% | 122 |
|
|
2023
Q3 | $793K | Sell |
16,812
-103
| -0.6% | -$4.86K | 0.1% | 134 |
|
|
2023
Q2 | $870K | Sell |
16,915
-207
| -1% | -$10.6K | 0.1% | 133 |
|
|
2023
Q1 | $863K | Sell |
17,122
-3,247
| -16% | -$164K | 0.1% | 135 |
|
|
2022
Q4 | $1.01M | Sell |
20,369
-2,596
| -11% | -$128K | 0.14% | 98 |
|
|
2022
Q3 | $1.09M | Hold |
22,965
| – | – | 0.16% | 87 |
|
|
2022
Q2 | $1.23M | Sell |
22,965
-921
| -4% | -$49.2K | 0.17% | 86 |
|
|
2022
Q1 | $1.54M | Hold |
23,886
| – | – | 0.19% | 87 |
|
|
2021
Q4 | $1.61M | Hold |
23,886
| – | – | 0.18% | 84 |
|
|
2021
Q3 | $1.4M | Buy |
23,886
+496
| +2% | +$29.1K | 0.17% | 90 |
|
|
2021
Q2 | $1.37M | Buy |
23,390
+4,599
| +24% | +$268K | 0.17% | 93 |
|
|
2021
Q1 | $985K | Sell |
18,791
-1,640
| -8% | -$86K | 0.13% | 96 |
|
|
2020
Q4 | $989K | Hold |
20,431
| – | – | 0.13% | 91 |
|
|
2020
Q3 | $894K | Hold |
20,431
| – | – | 0.13% | 90 |
|
|
2020
Q2 | $888K | Buy |
20,431
+1,303
| +7% | +$56.6K | 0.14% | 90 |
|
|
2020
Q1 | $749K | Hold |
19,128
| – | – | 0.14% | 91 |
|
|
2019
Q4 | $1.04M | Hold |
19,128
| – | – | 0.16% | 92 |
|
|
2019
Q3 | $1.06M | Sell |
19,128
-670
| -3% | -$37.2K | 0.15% | 95 |
|
|
2019
Q2 | $1.03M | Hold |
19,798
| – | – | 0.16% | 92 |
|
|
2019
Q1 | $1.02M | Hold |
19,798
| – | – | 0.16% | 94 |
|
|
2018
Q4 | $888K | Hold |
19,798
| – | – | 0.15% | 97 |
|
|
2018
Q3 | $958K | Hold |
19,798
| – | – | 0.14% | 101 |
|
|
2018
Q2 | $973K | Buy |
19,798
+590
| +3% | +$29K | 0.15% | 97 |
|
|
2018
Q1 | $866K | Buy |
19,208
+1,460
| +8% | +$65.8K | 0.15% | 100 |
|
|
2017
Q4 | $880K | Sell |
17,748
-530
| -3% | -$26.3K | 0.14% | 105 |
|
|
2017
Q3 | $900K | Buy |
18,278
+520
| +3% | +$25.6K | 0.17% | 93 |
|
|
2017
Q2 | $874K | Buy |
17,758
+161
| +0.9% | +$7.92K | 0.16% | 95 |
|
|
2017
Q1 | $861K | Hold |
17,597
| – | – | 0.17% | 97 |
|
|
2016
Q4 | $858K | Buy |
17,597
+810
| +5% | +$39.5K | 0.17% | 97 |
|
|
2016
Q3 | $851K | Buy |
16,787
+215
| +1% | +$10.9K | 0.18% | 93 |
|
|
2016
Q2 | $856K | Hold |
16,572
| – | – | 0.19% | 102 |
|
|
2016
Q1 | $812K | Hold |
16,572
| – | – | 0.19% | 100 |
|
|
2015
Q4 | $784K | Hold |
16,572
| – | – | 0.18% | 99 |
|
|
2015
Q3 | $727K | Hold |
16,572
| – | – | 0.18% | 106 |
|
|
2015
Q2 | $720K | Hold |
16,572
| – | – | 0.2% | 93 |
|
|
2015
Q1 | $805K | Hold |
16,572
| – | – | 0.22% | 92 |
|
|
2014
Q4 | $783K | Buy |
16,572
+550
| +3% | +$26K | 0.22% | 90 |
|
|
2014
Q3 | $677K | Buy |
16,022
+1,150
| +8% | +$48.6K | 0.19% | 97 |
|
|
2014
Q2 | $649K | Buy |
+14,872
| New | +$649K | 0.18% | 101 |
|