American Portfolios Advisors’s iShares Core US REIT ETF USRT Stock Holding History

American Portfolios Advisors’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
2022 Q3	$24.7K	Sell	521 -3	-0.6%	-$165	﹤0.01%	2074
2022 Q2	$28K	Buy	524 +7	+1%	+$412	﹤0.01%	2058
2022 Q1	$33.4K	Sell	517 -17	-3%	-$1.07K	﹤0.01%	2090
2021 Q4	$36.1K	Buy	534 +460	+622%	+$29.3K	﹤0.01%	2026
2021 Q3	$4.34K	Buy	74 +54	+270%	+$3.28K	﹤0.01%	2910
2021 Q2	$1.17K	Buy	+20	New	+$1.14K	﹤0.01%	3233
2021 Q1	–	Sell	-160	Closed	-$7.75K	–	3321
2020 Q4	$7.75K	Hold	160	–	–	﹤0.01%	2230
2020 Q3	$7K	Hold	160	–	–	﹤0.01%	2137
2020 Q2	$6.96K	Hold	160	–	–	﹤0.01%	2095
2020 Q1	$6.27K	Hold	160	–	–	﹤0.01%	2005
2019 Q4	$8.73K	Buy	+160	New	+$8.81K	﹤0.01%	2051
2019 Q2	–	Sell	-106	Closed	-$5.48K	–	2795
2019 Q1	$5.48K	Buy	+106	New	+$5.25K	﹤0.01%	2062

Other funds holding USRT

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

McCutchen Group Seattle, Washington $464M AUM 22.73% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return

American Portfolios Advisors's USRT Position: Q3 2022 in Review

American Portfolios Advisors reduced its iShares Core US REIT ETF (USRT) stake by 0.57% in Q3 2022, selling an estimated $165 and leaving 521 shares worth $24.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2074.

American Portfolios Advisors first reported a position in USRT in Q1 2019 and has held it in 12 quarters since. The position peaked at $36.1K in Q4 2021. 298 funds tracked by Wall St. Rank hold USRT as of Q3 2022.

American Portfolios Advisors held 521 shares of iShares Core US REIT ETF worth $24.7K as of Q3 2022.
American Portfolios Advisors sold 3 iShares Core US REIT ETF shares in Q3 2022, an estimated $165.
iShares Core US REIT ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2074 holding.
American Portfolios Advisors first reported a position in iShares Core US REIT ETF in Q1 2019 and has held it in 12 quarters since.
American Portfolios Advisors's iShares Core US REIT ETF position peaked at $36.1K in Q4 2021.
298 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.