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IAG Wealth Partners’s iShares Core US REIT ETF USRT Stock Holding History

IAG Wealth Partners’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
2023
Q1 		– Sell
-1,034
Closed -$51.1K – 486
2022
Q4 		$51.1K Hold
1,034
– – 0.02% 140
2022
Q3 		$49K Sell
1,034
-530
-34% -$29.2K 0.02% 127
2022
Q2 		$84K Sell
1,564
-22,281
-93% -$1.31M 0.03% 97
2022
Q1 		$1.54M Sell
23,845
-381
-2% -$23.9K 0.49% 30
2021
Q4 		$1.64M Sell
24,226
-21
-0.1% -$1.34K 0.52% 30
2021
Q3 		$1.42M Sell
24,247
-90
-0.4% -$5.47K 0.51% 31
2021
Q2 		$1.42M Sell
24,337
-2,012
-8% -$114K 0.51% 28
2021
Q1 		$1.38M Buy
26,349
+4,138
+19% +$208K 0.53% 28
2020
Q4 		$1.08M Buy
22,211
+267
+1% +$12.4K 0.44% 29
2020
Q3 		$960K Buy
21,944
+5,452
+33% +$243K 0.44% 30
2020
Q2 		$718K Sell
16,492
-13,604
-45% -$571K 0.35% 32
2020
Q1 		$1.18M Buy
30,096
+2,229
+8% +$114K 0.79% 23
2019
Q4 		$1.52M Buy
+27,867
New +$1.53M 0.99% 15

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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
FA
Fiducient Advisors Chicago, Illinois $765M AUM 12.73% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return

IAG Wealth Partners's USRT Position: Q1 2023 in Review

IAG Wealth Partners sold out of iShares Core US REIT ETF (USRT) in Q1 2023, closing a stake of 1,034 shares — an estimated $51.1K sold.

IAG Wealth Partners first reported a position in USRT in Q4 2019 and held it in 13 quarters. The position peaked at $1.64M in Q4 2021. 321 funds tracked by Wall St. Rank hold USRT as of Q1 2023.

  • IAG Wealth Partners reported no remaining iShares Core US REIT ETF position as of Q1 2023 after selling out during the quarter.
  • IAG Wealth Partners sold 1,034 iShares Core US REIT ETF shares in Q1 2023, an estimated $51.1K.
  • IAG Wealth Partners first reported a position in iShares Core US REIT ETF in Q4 2019 and held it in 13 quarters.
  • IAG Wealth Partners's iShares Core US REIT ETF position peaked at $1.64M in Q4 2021.
  • 321 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2023.

Based on IAG Wealth Partners's 13F filing for Q1 2023, filed 25 Apr 2023.