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Howe & Rusling’s iShares Core US REIT ETF USRT Stock Holding History

Howe & Rusling’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
Q1 		– Sell
-264
Closed -$14.3K – 417
2023
Q4 		$14.3K Buy
264
+235
+810% +$11.5K ﹤0.01% 314
2023
Q3 		$1.37K Buy
+29
New +$1.48K ﹤0.01% 312
2020
Q1 		– Sell
-121
Closed -$7K – 878
2019
Q4 		$7K Buy
121
+65
+116% +$3.58K ﹤0.01% 517
2019
Q3 		$3K Buy
+56
New +$3.01K ﹤0.01% 646
2018
Q2 		– Sell
-719
Closed -$32K – 935
2018
Q1 		$32K Buy
+719
New +$32.9K 0.01% 324

Other funds holding USRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HFS
Heritage Financial Services Westwood, Massachusetts $1.2B AUM 13.95% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Howe & Rusling's USRT Position: Q1 2024 in Review

Howe & Rusling sold out of iShares Core US REIT ETF (USRT) in Q1 2024, closing a stake of 264 shares — an estimated $14.3K sold.

Howe & Rusling first reported a position in USRT in Q1 2018 and held it in 5 quarters. The position peaked at $32K in Q1 2018. 329 funds tracked by Wall St. Rank hold USRT as of Q1 2024.

  • Howe & Rusling reported no remaining iShares Core US REIT ETF position as of Q1 2024 after selling out during the quarter.
  • Howe & Rusling sold 264 iShares Core US REIT ETF shares in Q1 2024, an estimated $14.3K.
  • Howe & Rusling first reported a position in iShares Core US REIT ETF in Q1 2018 and held it in 5 quarters.
  • Howe & Rusling's iShares Core US REIT ETF position peaked at $32K in Q1 2018.
  • 329 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2024.

Based on Howe & Rusling's 13F filing for Q1 2024, filed 15 May 2024.