Jackson Grant Investment Advisers’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
Q3 | $235K | Buy |
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|
2025
Q2 | $226K | Buy |
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|
2025
Q1 | $230K | Buy |
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|
2024
Q4 | $229K | Buy |
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|
2024
Q3 | $245K | Buy |
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|
2024
Q2 | $213K | Buy |
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|
2024
Q1 | $214K | Buy |
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|
2023
Q4 | $215K | Buy |
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|
2023
Q3 | $187K | Sell |
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|
2023
Q2 | $218K | Buy |
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|
2023
Q1 | $214K | Buy |
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|
2022
Q4 | $209K | Buy |
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|
2022
Q3 | $200K | Buy |
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|
2022
Q2 | $225K | Buy |
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|
2022
Q1 | $272K | Buy |
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|
2021
Q4 | $284K | Buy |
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|
2021
Q3 | $246K | Buy |
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|
2021
Q2 | $245K | Buy |
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|
2021
Q1 | $220K | Buy |
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|
2020
Q4 | $203K | Buy |
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|
2020
Q3 | $183K | Buy |
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|
2020
Q2 | $181K | Buy |
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|
2020
Q1 | $161K | Buy |
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|
2019
Q4 | $223K | Buy |
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|
2019
Q3 | $190K | Buy |
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|
2019
Q2 | $62K | Buy |
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