Destiny Capital Securities’s iShares Core US REIT ETF USRT Stock Holding History

Destiny Capital Securities’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
2023 Q3	$207K	Buy	+4,380	New	+$224K	0.17%	50

Other funds holding USRT

CSIA

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fiducient Advisors Chicago, Illinois $698M AUM 20.16% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Destiny Capital Securities's USRT Position: Q3 2023 in Review

Destiny Capital Securities opened a new position in iShares Core US REIT ETF (USRT) in Q3 2023: 4,380 shares worth $207K. The stake represents 0.17% of the portfolio and ranks #50 among its holdings.

322 funds tracked by Wall St. Rank hold USRT as of Q3 2023.

Destiny Capital Securities held 4,380 shares of iShares Core US REIT ETF worth $207K as of Q3 2023.
iShares Core US REIT ETF was a new Destiny Capital Securities position in Q3 2023.
iShares Core US REIT ETF made up 0.17% of Destiny Capital Securities's portfolio in Q3 2023, its #50 holding.
322 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2023.

Based on Destiny Capital Securities's 13F filing for Q3 2023, filed 13 Nov 2023.