FWM
USRT icon

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

ForthRight 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
2021
Q1 		– Sell
-1,669
Closed -$81K – 170
2020
Q4 		$81K Buy
+1,669
New +$77.8K 0.06% 55

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ForthRight Wealth Management's USRT Position: Q1 2021 in Review

ForthRight Wealth Management sold out of iShares Core US REIT ETF (USRT) in Q1 2021, closing a stake of 1,669 shares — an estimated $81K sold.

ForthRight Wealth Management first reported a position in USRT in Q4 2020 and held it in 1 quarter. The position peaked at $81K in Q4 2020. 213 funds tracked by Wall St. Rank hold USRT as of Q1 2021.

  • ForthRight Wealth Management reported no remaining iShares Core US REIT ETF position as of Q1 2021 after selling out during the quarter.
  • ForthRight Wealth Management sold 1,669 iShares Core US REIT ETF shares in Q1 2021, an estimated $81K.
  • ForthRight Wealth Management first reported a position in iShares Core US REIT ETF in Q4 2020 and held it in 1 quarter.
  • ForthRight Wealth Management's iShares Core US REIT ETF position peaked at $81K in Q4 2020.
  • 213 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2021.

Based on ForthRight Wealth Management's 13F filing for Q1 2021, filed 26 Apr 2021.