Janney Montgomery Scott’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 | $397K | Buy |
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|
2025
Q2 | $363K | Sell |
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|
2025
Q1 | $446K | Buy |
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|
2024
Q4 | $425K | Sell |
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|
2024
Q3 | $458K | Buy |
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|
2024
Q2 | $398K | Buy |
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|
2024
Q1 | $370K | Buy |
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|
2023
Q4 | $354K | Sell |
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|
2023
Q3 | $457K | Sell |
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|
2023
Q2 | $499K | Buy |
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|
2023
Q1 | $215K | Buy |
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|
2022
Q4 | $210K | Sell |
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|
2022
Q3 | $213K | Hold |
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|
2022
Q2 | $243K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $208K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $9.9M | Buy |
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|
2020
Q3 | $8.86M | Buy |
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