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Arlington Partners’s iShares Core US REIT ETF USRT Stock Holding History

Arlington Partners’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
Q3 		– Sell
-92
Closed -$4.73K – 581
2023
Q2 		$4.73K Buy
+92
New +$4.61K ﹤0.01% 505

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Thrivent Financial for Lutherans
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Arlington Partners's USRT Position: Q3 2023 in Review

Arlington Partners sold out of iShares Core US REIT ETF (USRT) in Q3 2023, closing a stake of 92 shares — an estimated $4.73K sold.

Arlington Partners first reported a position in USRT in Q2 2023 and held it in 1 quarter. The position peaked at $4.73K in Q2 2023. 323 funds tracked by Wall St. Rank hold USRT as of Q3 2023.

  • Arlington Partners reported no remaining iShares Core US REIT ETF position as of Q3 2023 after selling out during the quarter.
  • Arlington Partners sold 92 iShares Core US REIT ETF shares in Q3 2023, an estimated $4.73K.
  • Arlington Partners first reported a position in iShares Core US REIT ETF in Q2 2023 and held it in 1 quarter.
  • Arlington Partners's iShares Core US REIT ETF position peaked at $4.73K in Q2 2023.
  • 323 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2023.

Based on Arlington Partners's 13F filing for Q3 2023, filed 24 Oct 2023.