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Guardian Wealth Advisors (North Carolina)’s iShares Core US REIT ETF USRT Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
-154
Closed -$8.25K – 472
2024
Q2 		$8.25K Buy
+154
New +$7.99K ﹤0.01% 374

Other funds holding USRT

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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

Guardian Wealth Advisors (North Carolina)'s USRT Position: Q3 2024 in Review

Guardian Wealth Advisors (North Carolina) sold out of iShares Core US REIT ETF (USRT) in Q3 2024, closing a stake of 154 shares — an estimated $8.25K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in USRT in Q2 2024 and held it in 1 quarter. The position peaked at $8.25K in Q2 2024. 349 funds tracked by Wall St. Rank hold USRT as of Q3 2024.

  • Guardian Wealth Advisors (North Carolina) reported no remaining iShares Core US REIT ETF position as of Q3 2024 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 154 iShares Core US REIT ETF shares in Q3 2024, an estimated $8.25K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in iShares Core US REIT ETF in Q2 2024 and held it in 1 quarter.
  • Guardian Wealth Advisors (North Carolina)'s iShares Core US REIT ETF position peaked at $8.25K in Q2 2024.
  • 349 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2024.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q3 2024, filed 14 Nov 2024.