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Bedel Financial Consulting’s iShares Core US REIT ETF USRT Stock Holding History

Bedel Financial Consulting’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
2021
Q2 		– Sell
-21
Closed -$1K – 1013
2021
Q1 		$1K Buy
+21
New +$1.06K ﹤0.01% 913

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Bedel Financial Consulting's USRT Position: Q2 2021 in Review

Bedel Financial Consulting sold out of iShares Core US REIT ETF (USRT) in Q2 2021, closing a stake of 21 shares — an estimated $1K sold.

Bedel Financial Consulting first reported a position in USRT in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 230 funds tracked by Wall St. Rank hold USRT as of Q2 2021.

  • Bedel Financial Consulting reported no remaining iShares Core US REIT ETF position as of Q2 2021 after selling out during the quarter.
  • Bedel Financial Consulting sold 21 iShares Core US REIT ETF shares in Q2 2021, an estimated $1K.
  • Bedel Financial Consulting first reported a position in iShares Core US REIT ETF in Q1 2021 and held it in 1 quarter.
  • Bedel Financial Consulting's iShares Core US REIT ETF position peaked at $1K in Q1 2021.
  • 230 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2021.

Based on Bedel Financial Consulting's 13F filing for Q2 2021, filed 3 Aug 2021.