Buckingham Strategic Wealth’s iShares Core US REIT ETF USRT Stock Holding History

Buckingham Strategic Wealth’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
2024 Q2	$231K	Buy	4,320 +14	+0.3%	+$726	﹤0.01%	665
2024 Q1	$232K	Buy	4,306 +20	+0.5%	+$1.06K	﹤0.01%	664
2023 Q4	$233K	Buy	+4,286	New	+$210K	﹤0.01%	645
2022 Q2	–	Sell	-3,272	Closed	-$212K	–	653
2022 Q1	$212K	Sell	3,272 -168	-5%	-$10.6K	﹤0.01%	553
2021 Q4	$233K	Buy	+3,440	New	+$219K	﹤0.01%	535

Other funds holding USRT

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

TCOT

Trust Company of Tennessee Knoxville, Tennessee $537M AUM 13.53% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HFS

Heritage Financial Services Westwood, Massachusetts $1.2B AUM 13.95% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Buckingham Strategic Wealth's USRT Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its iShares Core US REIT ETF (USRT) stake by 0.33% in Q2 2024, buying an estimated $726 and bringing the position to 4,320 shares worth $231K. The position accounts for ﹤0.01% of the portfolio, ranked #665.

Buckingham Strategic Wealth first reported a position in USRT in Q4 2021 and has held it in 5 quarters since. The position peaked at $233K in Q4 2021. 320 funds tracked by Wall St. Rank hold USRT as of Q2 2024.

Buckingham Strategic Wealth held 4,320 shares of iShares Core US REIT ETF worth $231K as of Q2 2024.
Buckingham Strategic Wealth bought 14 iShares Core US REIT ETF shares in Q2 2024, an estimated $726.
iShares Core US REIT ETF made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #665 holding.
Buckingham Strategic Wealth first reported a position in iShares Core US REIT ETF in Q4 2021 and has held it in 5 quarters since.
Buckingham Strategic Wealth's iShares Core US REIT ETF position peaked at $233K in Q4 2021.
320 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.