BWM
USRT icon

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

BerganKDV 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
2019
Q4 		– Sell
-3,051
Closed -$169K – 977
2019
Q3 		$169K Buy
+3,051
New +$164K 0.03% 217

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JA
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TC
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Wells Fargo
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Thrivent Financial for Lutherans
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CIA
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BerganKDV Wealth Management's USRT Position: Q4 2019 in Review

BerganKDV Wealth Management sold out of iShares Core US REIT ETF (USRT) in Q4 2019, closing a stake of 3,051 shares — an estimated $169K sold.

BerganKDV Wealth Management first reported a position in USRT in Q3 2019 and held it in 1 quarter. The position peaked at $169K in Q3 2019. 215 funds tracked by Wall St. Rank hold USRT as of Q4 2019.

  • BerganKDV Wealth Management reported no remaining iShares Core US REIT ETF position as of Q4 2019 after selling out during the quarter.
  • BerganKDV Wealth Management sold 3,051 iShares Core US REIT ETF shares in Q4 2019, an estimated $169K.
  • BerganKDV Wealth Management first reported a position in iShares Core US REIT ETF in Q3 2019 and held it in 1 quarter.
  • BerganKDV Wealth Management's iShares Core US REIT ETF position peaked at $169K in Q3 2019.
  • 215 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q4 2019.

Based on BerganKDV Wealth Management's 13F filing for Q4 2019, filed 10 Feb 2020.