AWS
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AJ Wealth Strategies’s iShares Core US REIT ETF USRT Stock Holding History

AJ Wealth Strategies’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
Q2 		– Sell
-11,212
Closed -$565K – 304
2023
Q1 		$565K Hold
11,212
– – 0.03% 168
2022
Q4 		$554K Buy
+11,212
New +$556K 0.03% 176

Other funds holding USRT

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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 $698M AUM 20.16% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return

AJ Wealth Strategies's USRT Position: Q2 2023 in Review

AJ Wealth Strategies sold out of iShares Core US REIT ETF (USRT) in Q2 2023, closing a stake of 11,212 shares — an estimated $565K sold.

AJ Wealth Strategies first reported a position in USRT in Q4 2022 and held it in 2 quarters. The position peaked at $565K in Q1 2023. 326 funds tracked by Wall St. Rank hold USRT as of Q2 2023.

  • AJ Wealth Strategies reported no remaining iShares Core US REIT ETF position as of Q2 2023 after selling out during the quarter.
  • AJ Wealth Strategies sold 11,212 iShares Core US REIT ETF shares in Q2 2023, an estimated $565K.
  • AJ Wealth Strategies first reported a position in iShares Core US REIT ETF in Q4 2022 and held it in 2 quarters.
  • AJ Wealth Strategies's iShares Core US REIT ETF position peaked at $565K in Q1 2023.
  • 326 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.