JPMorgan Chase & Co’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 | $11.8M | Sell |
208,052
-13,310
| -6% | -$753K | ﹤0.01% | 2100 |
|
2025
Q1 | $12.8M | Sell |
221,362
-90,993
| -29% | -$5.24M | ﹤0.01% | 2013 |
|
2024
Q4 | $17.9M | Buy |
312,355
+12,982
| +4% | +$744K | ﹤0.01% | 1829 |
|
2024
Q3 | $18.4M | Buy |
299,373
+3,059
| +1% | +$188K | ﹤0.01% | 1757 |
|
2024
Q2 | $15.9M | Sell |
296,314
-10,218
| -3% | -$547K | ﹤0.01% | 1796 |
|
2024
Q1 | $16.5M | Buy |
306,532
+49,673
| +19% | +$2.67M | ﹤0.01% | 1805 |
|
2023
Q4 | $13.9M | Buy |
256,859
+218,089
| +563% | +$11.8M | ﹤0.01% | 1874 |
|
2023
Q3 | $1.83M | Buy |
38,770
+5,230
| +16% | +$247K | ﹤0.01% | 3040 |
|
2023
Q2 | $1.72M | Buy |
33,540
+10,821
| +48% | +$556K | ﹤0.01% | 3118 |
|
2023
Q1 | $1.14M | Sell |
22,719
-17,700
| -44% | -$892K | ﹤0.01% | 3370 |
|
2022
Q4 | $2M | Buy |
40,419
+37,184
| +1,149% | +$1.84M | ﹤0.01% | 2955 |
|
2022
Q3 | $153K | Sell |
3,235
-1,708
| -35% | -$80.8K | ﹤0.01% | 4279 |
|
2022
Q2 | $264K | Buy |
4,943
+97
| +2% | +$5.18K | ﹤0.01% | 4194 |
|
2022
Q1 | $313K | Buy |
4,846
+1,877
| +63% | +$121K | ﹤0.01% | 4227 |
|
2021
Q4 | $201K | Buy |
2,969
+717
| +32% | +$48.5K | ﹤0.01% | 4536 |
|
2021
Q3 | $132K | Buy |
2,252
+597
| +36% | +$35K | ﹤0.01% | 4587 |
|
2021
Q2 | $97K | Buy |
1,655
+73
| +5% | +$4.28K | ﹤0.01% | 4781 |
|
2021
Q1 | $83K | Buy |
1,582
+619
| +64% | +$32.5K | ﹤0.01% | 4692 |
|
2020
Q4 | $46K | Buy |
963
+581
| +152% | +$27.8K | ﹤0.01% | 4466 |
|
2020
Q3 | $17K | Sell |
382
-63,045
| -99% | -$2.81M | ﹤0.01% | 4521 |
|
2020
Q2 | $2.76M | Buy |
63,427
+3,015
| +5% | +$131K | ﹤0.01% | 2518 |
|
2020
Q1 | $2.37M | Sell |
60,412
-14,109
| -19% | -$553K | ﹤0.01% | 2493 |
|
2019
Q4 | $4.07M | Buy |
74,521
+4,911
| +7% | +$268K | ﹤0.01% | 2294 |
|
2019
Q3 | $3.87M | Buy |
69,610
+6,466
| +10% | +$359K | ﹤0.01% | 2349 |
|
2019
Q2 | $3.26M | Buy |
63,144
+13,342
| +27% | +$690K | ﹤0.01% | 2383 |
|
2019
Q1 | $2.58M | Buy |
49,802
+29,594
| +146% | +$1.53M | ﹤0.01% | 2512 |
|
2018
Q4 | $906K | Buy |
+20,208
| New | +$906K | ﹤0.01% | 3085 |
|