Johnson Financial Group Inc (Wisconsin)’s iShares Core US REIT ETF USRT Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 Q2	–	Sell	-148	Closed	-$7.46K	–	703
2023 Q1	$7.46K	Hold	148	–	–	﹤0.01%	536
2022 Q4	$7.32K	Hold	148	–	–	﹤0.01%	515
2022 Q3	$7K	Hold	148	–	–	﹤0.01%	516
2022 Q2	$8K	Sell	148 -583	-80%	-$34.3K	﹤0.01%	547
2022 Q1	$47K	Hold	731	–	–	﹤0.01%	445
2021 Q4	$49K	Hold	731	–	–	﹤0.01%	447
2021 Q3	$43K	Hold	731	–	–	﹤0.01%	425
2021 Q2	$43K	Hold	731	–	–	﹤0.01%	436
2021 Q1	$38K	Buy	+731	New	+$36.8K	﹤0.01%	437

Other funds holding USRT

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Fiducient Advisors Chicago, Illinois $765M AUM 12.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s USRT Position: Q2 2023 in Review

Johnson Financial Group Inc (Wisconsin) sold out of iShares Core US REIT ETF (USRT) in Q2 2023, closing a stake of 148 shares — an estimated $7.46K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in USRT in Q1 2021 and held it in 9 quarters. The position peaked at $49K in Q4 2021. 326 funds tracked by Wall St. Rank hold USRT as of Q2 2023.

Johnson Financial Group Inc (Wisconsin) reported no remaining iShares Core US REIT ETF position as of Q2 2023 after selling out during the quarter.
Johnson Financial Group Inc (Wisconsin) sold 148 iShares Core US REIT ETF shares in Q2 2023, an estimated $7.46K.
Johnson Financial Group Inc (Wisconsin) first reported a position in iShares Core US REIT ETF in Q1 2021 and held it in 9 quarters.
Johnson Financial Group Inc (Wisconsin)'s iShares Core US REIT ETF position peaked at $49K in Q4 2021.
326 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2023.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2023, filed 14 Aug 2023.