Glass Jacobson Investment Advisors’s iShares Core US REIT ETF USRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-467
| Closed | -$26.8K | – | 844 |
|
|
2025
Q1 | $26.8K | Hold |
467
| – | – | 0.01% | 466 |
|
|
2024
Q4 | $26.8K | Buy |
467
+42
| +10% | +$2.41K | 0.01% | 466 |
|
|
2024
Q3 | $26.2K | Buy |
425
+4
| +1% | +$246 | 0.01% | 456 |
|
|
2024
Q2 | $22.5K | Buy |
421
+2
| +0.5% | +$107 | 0.01% | 462 |
|
|
2024
Q1 | $22.5K | Buy |
419
+3
| +0.7% | +$161 | 0.01% | 464 |
|
|
2023
Q4 | $22.6K | Buy |
416
+9
| +2% | +$489 | 0.01% | 431 |
|
|
2023
Q3 | $19.2K | Buy |
+407
| New | +$19.2K | 0.01% | 428 |
|