IAA
USRT icon

Independent Advisor Alliance’s iShares Core US REIT ETF USRT Stock Holding History

Independent Advisor Alliance’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
Q1 		– Sell
-3,240
Closed -$219K – 738
2021
Q4 		$219K Buy
+3,240
New +$206K 0.01% 605
2020
Q1 		– Sell
-15,251
Closed -$833K – 827
2019
Q4 		$833K Buy
+15,251
New +$840K 0.04% 414

Other funds holding USRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MG
McCutchen Group Seattle, Washington $464M AUM 22.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Independent Advisor Alliance's USRT Position: Q1 2022 in Review

Independent Advisor Alliance sold out of iShares Core US REIT ETF (USRT) in Q1 2022, closing a stake of 3,240 shares — an estimated $219K sold.

Independent Advisor Alliance first reported a position in USRT in Q4 2019 and held it in 2 quarters. The position peaked at $833K in Q4 2019. 293 funds tracked by Wall St. Rank hold USRT as of Q1 2022.

  • Independent Advisor Alliance reported no remaining iShares Core US REIT ETF position as of Q1 2022 after selling out during the quarter.
  • Independent Advisor Alliance sold 3,240 iShares Core US REIT ETF shares in Q1 2022, an estimated $219K.
  • Independent Advisor Alliance first reported a position in iShares Core US REIT ETF in Q4 2019 and held it in 2 quarters.
  • Independent Advisor Alliance's iShares Core US REIT ETF position peaked at $833K in Q4 2019.
  • 293 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2022.

Based on Independent Advisor Alliance's 13F filing for Q1 2022, filed 6 May 2022.