Heritage Wealth Management (Arizona)’s iShares Core US REIT ETF USRT Stock Holding History

Heritage Wealth Management (Arizona)’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
2022 Q4	$9.69K	Buy	196 +98	+100%	+$4.86K	﹤0.01%	777
2022 Q3	$5K	Hold	98	–	–	﹤0.01%	764
2022 Q2	$5.23K	Hold	98	–	–	﹤0.01%	762
2022 Q1	$6K	Buy	+98	New	+$6.16K	﹤0.01%	782
2021 Q3	$6K	Hold	98	–	–	﹤0.01%	714
2021 Q2	$6K	Buy	98 +14	+17%	+$795	﹤0.01%	732
2021 Q1	$4K	Buy	+84	New	+$4.23K	﹤0.01%	668

Other funds holding USRT

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Fiducient Advisors Chicago, Illinois $765M AUM 12.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s USRT Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its iShares Core US REIT ETF (USRT) stake by 100% in Q4 2022, buying an estimated $4.86K and bringing the position to 196 shares worth $9.69K. The position accounts for ﹤0.01% of the portfolio, ranked #777.

Heritage Wealth Management (Arizona) first reported a position in USRT in Q1 2021 and has held it in 7 quarters since. 326 funds tracked by Wall St. Rank hold USRT as of Q4 2022.

Heritage Wealth Management (Arizona) held 196 shares of iShares Core US REIT ETF worth $9.69K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 98 iShares Core US REIT ETF shares in Q4 2022, an estimated $4.86K.
iShares Core US REIT ETF made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #777 holding.
Heritage Wealth Management (Arizona) first reported a position in iShares Core US REIT ETF in Q1 2021 and has held it in 7 quarters since.
326 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.