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J.P. Morgan Private Wealth Advisors’s iShares Core US REIT ETF USRT Stock Holding History

J.P. Morgan Private Wealth Advisors’s Portfolio USRT Stock Details USRT Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q3 		$416K Sell
8,822
-374
-4% -$17.6K ﹤0.01% 1323
2023
Q2 		$473K Sell
9,196
-17,400
-65% -$895K ﹤0.01% 1058
2023
Q1 		$1.34M Buy
26,596
+3,668
+16% +$185K ﹤0.01% 1035
2022
Q4 		$1.13M Buy
+22,928
New +$1.13M ﹤0.01% 1090