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BFG
Barber Financial Group’s
iShares Core US REIT ETF
USRT
Stock Holding History
Barber Financial Group’s Portfolio
USRT Stock Details
USRT Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q1
$6.1M
Sell
121,034
-22,507
-16%
-$1.17M
1.08%
15
2022
Q4
$7.1M
Sell
143,541
-8,802
-6%
-$436K
1.97%
10
2022
Q3
$7.24M
Sell
152,343
-13,187
-8%
-$726K
2.1%
6
2022
Q2
$8.84M
Sell
165,530
-18,783
-10%
-$1.1M
1.45%
9
2022
Q1
$11.9M
Sell
184,313
-10,790
-6%
-$678K
1.59%
14
2021
Q4
$13.2M
Sell
195,103
-1,514
-0.8%
-$96.3K
1.58%
15
2021
Q3
$11.5M
Buy
196,617
+12,683
+7%
+$771K
1.49%
18
2021
Q2
$10.7M
Buy
183,934
+423
+0.2%
+$24K
1.46%
16
2021
Q1
$9.62M
Sell
183,511
-3,654
-2%
-$184K
1.4%
16
2020
Q4
$9.06M
Sell
187,165
-14,388
-7%
-$671K
1.65%
16
2020
Q3
$8.82M
Sell
201,553
-3,564
-2%
-$159K
1.93%
14
2020
Q2
$8.92M
Buy
205,117
+11,660
+6%
+$489K
2.14%
12
2020
Q1
$7.58M
Sell
193,457
-93,725
-33%
-$4.79M
2.4%
10
2019
Q4
$15.7M
Sell
287,182
-68,750
-19%
-$3.78M
3.18%
6
2019
Q3
$19.8M
Sell
355,932
-101,903
-22%
-$5.48M
4.2%
5
2019
Q2
$23.8M
Buy
457,835
+77,533
+20%
+$4.04M
5.57%
3
2019
Q1
$19.7M
Buy
380,302
+219,446
+136%
+$10.9M
3.87%
4
2018
Q4
$7.21M
Sell
160,856
-2,592
-2%
-$123K
1.55%
17
2018
Q3
$7.91M
Buy
163,448
+7,029
+4%
+$350K
1.9%
14
2018
Q2
$7.69M
Sell
156,419
-1,042
-0.7%
-$48.6K
2.23%
17
2018
Q1
$7.1M
Buy
+157,461
New
+$7.21M
1.88%
15
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
US Bancorp
Minneapolis, Minnesota
$82.4B AUM
19.69%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Corient Private Wealth
Miami, Florida
$69.9B AUM
22.19%
1-Year Est. Return
FA
Fiducient Advisors
Chicago, Illinois
$765M AUM
12.73%
1-Year Est. Return
Thrivent Financial for Lutherans
Minneapolis, Minnesota
$52.5B AUM
27.12%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
PNC Financial Services Group
Pittsburgh, Pennsylvania
$173B AUM
20.72%
1-Year Est. Return
CL
Choreo LLC
Rockford, Illinois
$8.15B AUM
20.12%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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