IA
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Inspire Advisors’s iShares Core US REIT ETF USRT Stock Holding History

Inspire Advisors’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
-79,491
Closed -$5.37M – 131
2021
Q4 		$5.37M Sell
79,491
-38,290
-33% -$2.44M 1.52% 9
2021
Q3 		$6.91M Sell
117,781
-2,555
-2% -$155K 2.18% 7
2021
Q2 		$7.02M Sell
120,336
-2,921
-2% -$166K 2.29% 8
2021
Q1 		$6.46M Buy
123,257
+6,336
+5% +$319K 2.33% 8
2020
Q4 		$5.66M Buy
+116,921
New +$5.45M 2.11% 8

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

Inspire Advisors's USRT Position: Q1 2022 in Review

Inspire Advisors sold out of iShares Core US REIT ETF (USRT) in Q1 2022, closing a stake of 79,491 shares — an estimated $5.37M sold.

Inspire Advisors first reported a position in USRT in Q4 2020 and held it in 5 quarters. The position peaked at $7.02M in Q2 2021. 293 funds tracked by Wall St. Rank hold USRT as of Q1 2022.

  • Inspire Advisors reported no remaining iShares Core US REIT ETF position as of Q1 2022 after selling out during the quarter.
  • Inspire Advisors sold 79,491 iShares Core US REIT ETF shares in Q1 2022, an estimated $5.37M.
  • Inspire Advisors first reported a position in iShares Core US REIT ETF in Q4 2020 and held it in 5 quarters.
  • Inspire Advisors's iShares Core US REIT ETF position peaked at $7.02M in Q2 2021.
  • 293 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2022.

Based on Inspire Advisors's 13F filing for Q1 2022, filed 21 Apr 2022.