Barber Financial Group’s iShares Core US REIT ETF USRT Stock Holding History
Bought
Maintained
Sold
Other funds holding USRT
CSIA
FA
CL
Barber Financial Group's USRT Position: Q1 2023 in Review
Barber Financial Group reduced its iShares Core US REIT ETF (USRT) stake by 16% in Q1 2023, selling an estimated $1.17M and leaving 121,034 shares worth $6.1M. The position accounts for 1.08% of the portfolio, ranked #15.
Barber Financial Group first reported a position in USRT in Q1 2018 and has held it in 21 quarters since. The position peaked at $23.8M in Q2 2019. 321 funds tracked by Wall St. Rank hold USRT as of Q1 2023.
- Barber Financial Group held 121,034 shares of iShares Core US REIT ETF worth $6.1M as of Q1 2023.
- Barber Financial Group sold 22,507 iShares Core US REIT ETF shares in Q1 2023, an estimated $1.17M.
- iShares Core US REIT ETF made up 1.08% of Barber Financial Group's portfolio in Q1 2023, its #15 holding.
- Barber Financial Group first reported a position in iShares Core US REIT ETF in Q1 2018 and has held it in 21 quarters since.
- Barber Financial Group's iShares Core US REIT ETF position peaked at $23.8M in Q2 2019.
- 321 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2023.
Based on Barber Financial Group's 13F filing for Q1 2023, filed 4 May 2023.