LifePlan Financial Group’s iShares Core US REIT ETF USRT Stock Holding History

LifePlan Financial Group’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	$709K	Sell	16,213 -1,045	-6%	-$46.6K	0.31%	63
2020 Q2	$750K	Buy	17,258 +756	+5%	+$31.7K	0.34%	58
2020 Q1	$646K	Buy	16,502 +113	+0.7%	+$5.77K	0.35%	58
2019 Q4	$895K	Buy	16,389 +1,547	+10%	+$85.2K	0.4%	51
2019 Q3	$824K	Buy	14,842 +5,639	+61%	+$303K	0.39%	50
2019 Q2	$479K	Buy	9,203 +6,925	+304%	+$361K	0.23%	73
2019 Q1	$118K	Buy	2,278 +2,132	+1,460%	+$106K	0.06%	169
2018 Q4	$7K	Hold	146	–	–	﹤0.01%	416
2018 Q3	$7K	Buy	+146	New	+$7.28K	﹤0.01%	423

Other funds holding USRT

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 Minneapolis, Minnesota $52.5B AUM 27.12% 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

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

TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

LifePlan Financial Group's USRT Position: Q3 2020 in Review

LifePlan Financial Group reduced its iShares Core US REIT ETF (USRT) stake by 6.1% in Q3 2020, selling an estimated $46.6K and leaving 16,213 shares worth $709K. The position accounts for 0.31% of the portfolio, ranked #63.

LifePlan Financial Group first reported a position in USRT in Q3 2018 and has held it in 9 quarters since. The position peaked at $895K in Q4 2019. 190 funds tracked by Wall St. Rank hold USRT as of Q3 2020.

LifePlan Financial Group held 16,213 shares of iShares Core US REIT ETF worth $709K as of Q3 2020.
LifePlan Financial Group sold 1,045 iShares Core US REIT ETF shares in Q3 2020, an estimated $46.6K.
iShares Core US REIT ETF made up 0.31% of LifePlan Financial Group's portfolio in Q3 2020, its #63 holding.
LifePlan Financial Group first reported a position in iShares Core US REIT ETF in Q3 2018 and has held it in 9 quarters since.
LifePlan Financial Group's iShares Core US REIT ETF position peaked at $895K in Q4 2019.
190 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.