Coyle Financial Counsel’s iShares Core US REIT ETF USRT Stock Holding History

Coyle Financial Counsel’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
2022 Q1	–	Sell	-5,306	Closed	-$359K	–	72
2021 Q4	$359K	Buy	5,306 +31	+0.6%	+$1.97K	0.21%	55
2021 Q3	$309K	Sell	5,275 -471	-8%	-$28.6K	0.18%	59
2021 Q2	$335K	Hold	5,746	–	–	0.2%	47
2021 Q1	$301K	Sell	5,746 -82	-1%	-$4.13K	0.21%	48
2020 Q4	$282K	Sell	5,828 -294	-5%	-$13.7K	0.21%	47
2020 Q3	$268K	Sell	6,122 -961	-14%	-$42.9K	0.22%	48
2020 Q2	$308K	Buy	7,083 +16	+0.2%	+$671	0.28%	40
2020 Q1	$277K	Sell	7,067 -643	-8%	-$32.8K	0.35%	41
2019 Q4	$421K	Sell	7,710 -127	-2%	-$6.99K	0.39%	44
2019 Q3	$435K	Sell	7,837 -49	-0.6%	-$2.64K	0.44%	45
2019 Q2	$410K	Buy	+7,886	New	+$411K	0.37%	47

Other funds holding USRT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FEG

Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

McCutchen Group Seattle, Washington $464M AUM 22.73% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Coyle Financial Counsel's USRT Position: Q1 2022 in Review

Coyle Financial Counsel sold out of iShares Core US REIT ETF (USRT) in Q1 2022, closing a stake of 5,306 shares — an estimated $359K sold.

Coyle Financial Counsel first reported a position in USRT in Q2 2019 and held it in 11 quarters. The position peaked at $435K in Q3 2019. 293 funds tracked by Wall St. Rank hold USRT as of Q1 2022.

Coyle Financial Counsel reported no remaining iShares Core US REIT ETF position as of Q1 2022 after selling out during the quarter.
Coyle Financial Counsel sold 5,306 iShares Core US REIT ETF shares in Q1 2022, an estimated $359K.
Coyle Financial Counsel first reported a position in iShares Core US REIT ETF in Q2 2019 and held it in 11 quarters.
Coyle Financial Counsel's iShares Core US REIT ETF position peaked at $435K in Q3 2019.
293 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2022.

Based on Coyle Financial Counsel's 13F filing for Q1 2022, filed 9 May 2022.