Jones Financial Companies’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 | $3.48M | Buy |
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|
2025
Q2 | $2.67M | Buy |
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2025
Q1 | $2.29M | Buy |
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|
2024
Q4 | $2.12M | Buy |
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|
2024
Q3 | $1.36M | Buy |
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|
2024
Q2 | $720K | Buy |
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|
2024
Q1 | $360K | Buy |
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|
2023
Q4 | $89.4K | Buy |
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|
2023
Q3 | $74.2K | Buy |
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|
2023
Q2 | $76K | Buy |
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|
2023
Q1 | $58.8K | Buy |
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|
2022
Q4 | $26.7K | Buy |
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|
2022
Q3 | $3K | Hold |
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|
2022
Q2 | $3K | Sell |
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|
2022
Q1 | $4K | Buy |
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