HGERS
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Householder Group Estate & Retirement Specialist’s iShares Core US REIT ETF USRT Stock Holding History

Householder Group Estate & Retirement Specialist’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 		– Sell
-366
Closed -$17K – 1094
2022
Q3 		$17K Buy
+366
New +$20.1K 0.01% 620

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FA
Fiducient Advisors Chicago, Illinois $698M AUM 20.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's USRT Position: Q4 2022 in Review

Householder Group Estate & Retirement Specialist sold out of iShares Core US REIT ETF (USRT) in Q4 2022, closing a stake of 366 shares — an estimated $17K sold.

Householder Group Estate & Retirement Specialist first reported a position in USRT in Q3 2022 and held it in 1 quarter. The position peaked at $17K in Q3 2022. 325 funds tracked by Wall St. Rank hold USRT as of Q4 2022.

  • Householder Group Estate & Retirement Specialist reported no remaining iShares Core US REIT ETF position as of Q4 2022 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 366 iShares Core US REIT ETF shares in Q4 2022, an estimated $17K.
  • Householder Group Estate & Retirement Specialist first reported a position in iShares Core US REIT ETF in Q3 2022 and held it in 1 quarter.
  • Householder Group Estate & Retirement Specialist's iShares Core US REIT ETF position peaked at $17K in Q3 2022.
  • 325 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q4 2022.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2022, filed 19 Jan 2023.