AWM
USRT icon

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

Avondale 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
2022
Q4 		– Sell
-4,000
Closed -$190K – 127
2022
Q3 		$190K Sell
4,000
-500
-11% -$27.5K 0.21% 37
2022
Q2 		$240K Buy
4,500
+2,000
+80% +$118K 0.28% 33
2022
Q1 		$162K Buy
+2,500
New +$157K 0.19% 43

Other funds holding USRT

CSIA
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FA
Fiducient Advisors Chicago, Illinois $765M AUM 12.73% 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

Avondale Wealth Management's USRT Position: Q4 2022 in Review

Avondale Wealth Management sold out of iShares Core US REIT ETF (USRT) in Q4 2022, closing a stake of 4,000 shares — an estimated $190K sold.

Avondale Wealth Management first reported a position in USRT in Q1 2022 and held it in 3 quarters. The position peaked at $240K in Q2 2022. 326 funds tracked by Wall St. Rank hold USRT as of Q4 2022.

  • Avondale Wealth Management reported no remaining iShares Core US REIT ETF position as of Q4 2022 after selling out during the quarter.
  • Avondale Wealth Management sold 4,000 iShares Core US REIT ETF shares in Q4 2022, an estimated $190K.
  • Avondale Wealth Management first reported a position in iShares Core US REIT ETF in Q1 2022 and held it in 3 quarters.
  • Avondale Wealth Management's iShares Core US REIT ETF position peaked at $240K in Q2 2022.
  • 326 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q4 2022.

Based on Avondale Wealth Management's 13F filing for Q4 2022, filed 6 Jan 2023.