IFWM
USRT icon

Institute for Wealth Management’s iShares Core US REIT ETF USRT Stock Holding History

Institute for Wealth Management’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
2020
Q3 		– Sell
-9,976
Closed -$434K – 449
2020
Q2 		$434K Buy
9,976
+1,186
+13% +$49.8K 0.11% 263
2020
Q1 		$344K Buy
8,790
+646
+8% +$33K 0.11% 256
2019
Q4 		$445K Buy
8,144
+610
+8% +$33.6K 0.1% 278
2019
Q3 		$419K Buy
7,534
+639
+9% +$34.4K 0.11% 267
2019
Q2 		$359K Buy
6,895
+952
+16% +$49.6K 0.08% 317
2019
Q1 		$307K Buy
+5,943
New +$294K 0.07% 330

Other funds holding USRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
FA
Fiducient Advisors Chicago, Illinois $765M AUM 12.73% 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
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Institute for Wealth Management's USRT Position: Q3 2020 in Review

Institute for Wealth Management sold out of iShares Core US REIT ETF (USRT) in Q3 2020, closing a stake of 9,976 shares — an estimated $434K sold.

Institute for Wealth Management first reported a position in USRT in Q1 2019 and held it in 6 quarters. The position peaked at $445K in Q4 2019. 190 funds tracked by Wall St. Rank hold USRT as of Q3 2020.

  • Institute for Wealth Management reported no remaining iShares Core US REIT ETF position as of Q3 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 9,976 iShares Core US REIT ETF shares in Q3 2020, an estimated $434K.
  • Institute for Wealth Management first reported a position in iShares Core US REIT ETF in Q1 2019 and held it in 6 quarters.
  • Institute for Wealth Management's iShares Core US REIT ETF position peaked at $445K in Q4 2019.
  • 190 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2020.

Based on Institute for Wealth Management's 13F filing for Q3 2020, filed 3 Nov 2020.