HIA
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Harbor Investment Advisory’s iShares Core US REIT ETF USRT Stock Holding History

Harbor Investment Advisory’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
2020
Q1 		– Sell
-35
Closed -$2K – 1194
2019
Q4 		$2K Buy
+35
New +$1.93K ﹤0.01% 788

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
FA
Fiducient Advisors Chicago, Illinois $765M AUM 12.73% 1-Year Est. Return
MG
McCutchen Group Seattle, Washington $464M AUM 22.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
JA
JOYN Advisors Atlanta, Georgia $300M AUM 14.91% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Harbor Investment Advisory's USRT Position: Q1 2020 in Review

Harbor Investment Advisory sold out of iShares Core US REIT ETF (USRT) in Q1 2020, closing a stake of 35 shares — an estimated $2K sold.

Harbor Investment Advisory first reported a position in USRT in Q4 2019 and held it in 1 quarter. The position peaked at $2K in Q4 2019. 205 funds tracked by Wall St. Rank hold USRT as of Q1 2020.

  • Harbor Investment Advisory reported no remaining iShares Core US REIT ETF position as of Q1 2020 after selling out during the quarter.
  • Harbor Investment Advisory sold 35 iShares Core US REIT ETF shares in Q1 2020, an estimated $2K.
  • Harbor Investment Advisory first reported a position in iShares Core US REIT ETF in Q4 2019 and held it in 1 quarter.
  • Harbor Investment Advisory's iShares Core US REIT ETF position peaked at $2K in Q4 2019.
  • 205 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2020.

Based on Harbor Investment Advisory's 13F filing for Q1 2020, filed 11 May 2020.