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

Drive 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
2024
Q3 		– Sell
-10,325
Closed -$553K – 360
2024
Q2 		$553K Sell
10,325
-402
-4% -$20.9K 0.15% 118
2024
Q1 		$577K Sell
10,727
-3,101
-22% -$164K 0.16% 114
2023
Q4 		$751K Sell
13,828
-6,776
-33% -$331K 0.24% 85
2023
Q3 		$985K Sell
20,604
-4,230
-17% -$216K 0.36% 60
2023
Q2 		$1.28M Sell
24,834
-2,898
-10% -$145K 0.47% 49
2023
Q1 		$1.4M Sell
27,732
-1,583
-5% -$81.9K 0.59% 40
2022
Q4 		$1.45M Buy
+29,315
New +$1.45M 0.72% 31

Other funds holding USRT

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
TCOT
Trust Company of Tennessee Knoxville, Tennessee $537M AUM 13.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HFS
Heritage Financial Services Westwood, Massachusetts $1.2B AUM 13.95% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return

Drive Wealth Management's USRT Position: Q3 2024 in Review

Drive Wealth Management sold out of iShares Core US REIT ETF (USRT) in Q3 2024, closing a stake of 10,325 shares — an estimated $553K sold.

Drive Wealth Management first reported a position in USRT in Q4 2022 and held it in 7 quarters. The position peaked at $1.45M in Q4 2022. 349 funds tracked by Wall St. Rank hold USRT as of Q3 2024.

  • Drive Wealth Management reported no remaining iShares Core US REIT ETF position as of Q3 2024 after selling out during the quarter.
  • Drive Wealth Management sold 10,325 iShares Core US REIT ETF shares in Q3 2024, an estimated $553K.
  • Drive Wealth Management first reported a position in iShares Core US REIT ETF in Q4 2022 and held it in 7 quarters.
  • Drive Wealth Management's iShares Core US REIT ETF position peaked at $1.45M in Q4 2022.
  • 349 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2024.

Based on Drive Wealth Management's 13F filing for Q3 2024, filed 7 Nov 2024.