IPW
USRT icon

Impact Partnership Wealth’s iShares Core US REIT ETF USRT Stock Holding History

Impact Partnership Wealth’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
Q3 		– Sell
-37
Closed -$1.9K – 1212
2023
Q2 		$1.9K Buy
+37
New +$1.85K ﹤0.01% 687

Other funds holding USRT

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Impact Partnership Wealth's USRT Position: Q3 2023 in Review

Impact Partnership Wealth sold out of iShares Core US REIT ETF (USRT) in Q3 2023, closing a stake of 37 shares — an estimated $1.9K sold.

Impact Partnership Wealth first reported a position in USRT in Q2 2023 and held it in 1 quarter. The position peaked at $1.9K in Q2 2023. 323 funds tracked by Wall St. Rank hold USRT as of Q3 2023.

  • Impact Partnership Wealth reported no remaining iShares Core US REIT ETF position as of Q3 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 37 iShares Core US REIT ETF shares in Q3 2023, an estimated $1.9K.
  • Impact Partnership Wealth first reported a position in iShares Core US REIT ETF in Q2 2023 and held it in 1 quarter.
  • Impact Partnership Wealth's iShares Core US REIT ETF position peaked at $1.9K in Q2 2023.
  • 323 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2023.

Based on Impact Partnership Wealth's 13F filing for Q3 2023, filed 17 Oct 2023.