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

KerberRose 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
2022 Q2	$489K	Buy	+9,153	New	+$538K	0.4%	51

Other funds holding USRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CSIA

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

McCutchen Group Seattle, Washington $464M AUM 22.73% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return

KerberRose Wealth Management's USRT Position: Q2 2022 in Review

KerberRose Wealth Management opened a new position in iShares Core US REIT ETF (USRT) in Q2 2022: 9,153 shares worth $489K. The stake represents 0.4% of the portfolio and ranks #51 among its holdings.

297 funds tracked by Wall St. Rank hold USRT as of Q2 2022.

KerberRose Wealth Management held 9,153 shares of iShares Core US REIT ETF worth $489K as of Q2 2022.
iShares Core US REIT ETF was a new KerberRose Wealth Management position in Q2 2022.
iShares Core US REIT ETF made up 0.4% of KerberRose Wealth Management's portfolio in Q2 2022, its #51 holding.
297 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2022.

Based on KerberRose Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.