J2 Capital Management’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 | $695K | Buy |
12,283
+432
| +4% | +$24.4K | 0.55% | 36 |
|
|
2025
Q1 | $683K | Buy |
+11,851
| New | +$683K | 0.63% | 25 |
|
|
2022
Q3 | – | Sell |
-23,354
| Closed | -$1.25M | – | 99 |
|
|
2022
Q2 | $1.25M | Sell |
23,354
-154
| -0.7% | -$8.22K | 1.9% | 15 |
|
|
2022
Q1 | $1.52M | Sell |
23,508
-1,133
| -5% | -$73.3K | 1.67% | 17 |
|
|
2021
Q4 | $1.67M | Buy |
+24,641
| New | +$1.67M | 1.58% | 16 |
|