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Idaho Trust Bank’s iShares Core US REIT ETF USRT Stock Holding History

Idaho Trust Bank’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
Q2 		– Sell
-8,998
Closed -$484K – 143
2024
Q1 		$484K Buy
+8,998
New +$477K 0.47% 55

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HFS
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Idaho Trust Bank's USRT Position: Q2 2024 in Review

Idaho Trust Bank sold out of iShares Core US REIT ETF (USRT) in Q2 2024, closing a stake of 8,998 shares — an estimated $484K sold.

Idaho Trust Bank first reported a position in USRT in Q1 2024 and held it in 1 quarter. The position peaked at $484K in Q1 2024. 320 funds tracked by Wall St. Rank hold USRT as of Q2 2024.

  • Idaho Trust Bank reported no remaining iShares Core US REIT ETF position as of Q2 2024 after selling out during the quarter.
  • Idaho Trust Bank sold 8,998 iShares Core US REIT ETF shares in Q2 2024, an estimated $484K.
  • Idaho Trust Bank first reported a position in iShares Core US REIT ETF in Q1 2024 and held it in 1 quarter.
  • Idaho Trust Bank's iShares Core US REIT ETF position peaked at $484K in Q1 2024.
  • 320 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2024.

Based on Idaho Trust Bank's 13F filing for Q2 2024, filed 8 Aug 2024.