FGC
USRT icon

Financial Gravity Companies’s iShares Core US REIT ETF USRT Stock Holding History

Financial Gravity Companies’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
2018
Q4 		$57K Buy
+1,137
New +$53.9K 0.05% 299
2018
Q1 		$64K Buy
+1,383
New +$63.3K 0.07% 257

Other funds holding USRT

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
JA
JOYN Advisors Atlanta, Georgia $300M AUM 14.91% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
FA
Fiducient Advisors Chicago, Illinois $765M AUM 12.73% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BFG
Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return

Financial Gravity Companies's USRT Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in iShares Core US REIT ETF (USRT) in Q4 2018: 1,137 shares worth $57K. The stake represents 0.05% of the portfolio and ranks #299 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in USRT as recently as Q1 2018.

Financial Gravity Companies first reported a position in USRT in Q1 2018 and has held it in 2 quarters since. The position peaked at $64K in Q1 2018. 138 funds tracked by Wall St. Rank hold USRT as of Q4 2018.

  • Financial Gravity Companies held 1,137 shares of iShares Core US REIT ETF worth $57K as of Q4 2018.
  • iShares Core US REIT ETF was a new Financial Gravity Companies position in Q4 2018.
  • iShares Core US REIT ETF made up 0.05% of Financial Gravity Companies's portfolio in Q4 2018, its #299 holding.
  • Financial Gravity Companies first reported a position in iShares Core US REIT ETF in Q1 2018 and has held it in 2 quarters since.
  • Financial Gravity Companies's iShares Core US REIT ETF position peaked at $64K in Q1 2018.
  • 138 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.