JWBC
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John W. Brooker & Co’s iShares Core US REIT ETF USRT Stock Holding History

John W. Brooker & Co’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
-101
Closed -$7K – 200
2021
Q4 		$7K Hold
101
– – ﹤0.01% 160
2021
Q3 		$6K Hold
101
– – ﹤0.01% 160
2021
Q2 		$6K Buy
+101
New +$5.73K ﹤0.01% 157

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

John W. Brooker & Co's USRT Position: Q1 2022 in Review

John W. Brooker & Co sold out of iShares Core US REIT ETF (USRT) in Q1 2022, closing a stake of 101 shares — an estimated $7K sold.

John W. Brooker & Co first reported a position in USRT in Q2 2021 and held it in 3 quarters. The position peaked at $7K in Q4 2021. 293 funds tracked by Wall St. Rank hold USRT as of Q1 2022.

  • John W. Brooker & Co reported no remaining iShares Core US REIT ETF position as of Q1 2022 after selling out during the quarter.
  • John W. Brooker & Co sold 101 iShares Core US REIT ETF shares in Q1 2022, an estimated $7K.
  • John W. Brooker & Co first reported a position in iShares Core US REIT ETF in Q2 2021 and held it in 3 quarters.
  • John W. Brooker & Co's iShares Core US REIT ETF position peaked at $7K in Q4 2021.
  • 293 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2022.

Based on John W. Brooker & Co's 13F filing for Q1 2022, filed 18 Apr 2022.