AWM
USRT icon

Accurate Wealth Management’s iShares Core US REIT ETF USRT Stock Holding History

Accurate Wealth Management’s Portfolio USRT Stock Details USRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-221
Closed -$11.1K – 1403
2022
Q4 		$11.1K Buy
+221
New +$11K ﹤0.01% 832

Other funds holding USRT

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
FA
Fiducient Advisors Chicago, Illinois $765M AUM 12.73% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return

Accurate Wealth Management's USRT Position: Q1 2023 in Review

Accurate Wealth Management sold out of iShares Core US REIT ETF (USRT) in Q1 2023, closing a stake of 221 shares — an estimated $11.1K sold.

Accurate Wealth Management first reported a position in USRT in Q4 2022 and held it in 1 quarter. The position peaked at $11.1K in Q4 2022. 321 funds tracked by Wall St. Rank hold USRT as of Q1 2023.

  • Accurate Wealth Management reported no remaining iShares Core US REIT ETF position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 221 iShares Core US REIT ETF shares in Q1 2023, an estimated $11.1K.
  • Accurate Wealth Management first reported a position in iShares Core US REIT ETF in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's iShares Core US REIT ETF position peaked at $11.1K in Q4 2022.
  • 321 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.