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

Mascoma 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
2019 Q3	$292K	Buy	5,265 +125	+2%	+$6.72K	0.18%	61
2019 Q2	$267K	Sell	5,140 -5,459	-52%	-$284K	0.17%	64
2019 Q1	$548K	Buy	10,599 +8,817	+495%	+$437K	0.37%	36
2018 Q4	$80K	Buy	1,782 +400	+29%	+$18.9K	0.06%	117
2018 Q3	$67K	Buy	+1,382	New	+$68.9K	0.04%	147
2018 Q1	–	Sell	-750	Closed	-$35K	–	383
2017 Q4	$35K	Hold	750	–	–	0.02%	165
2017 Q3	$37K	Hold	750	–	–	0.02%	169
2017 Q2	$37K	Hold	750	–	–	0.03%	180
2017 Q1	$37K	Buy	+750	New	+$36.9K	0.03%	165

Other funds holding USRT

CSIA

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

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Fiducient Advisors Chicago, Illinois $698M AUM 20.16% 1-Year Est. Return

JOYN Advisors Atlanta, Georgia $300M AUM 14.91% 1-Year Est. Return

TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

BFG

Barber Financial Group Lenexa, Kansas $567M AUM 5.25% 1-Year Est. Return

AUB

Atlantic Union Bankshares Glen Allen, Virginia $5.99B AUM 23.66% 1-Year Est. Return

Mascoma Wealth Management's USRT Position: Q3 2019 in Review

Mascoma Wealth Management increased its iShares Core US REIT ETF (USRT) stake by 2.4% in Q3 2019, buying an estimated $6.72K and bringing the position to 5,265 shares worth $292K. The position accounts for 0.18% of the portfolio, ranked #61.

Mascoma Wealth Management first reported a position in USRT in Q1 2017 and has held it in 9 quarters since. The position peaked at $548K in Q1 2019. 180 funds tracked by Wall St. Rank hold USRT as of Q3 2019.

Mascoma Wealth Management held 5,265 shares of iShares Core US REIT ETF worth $292K as of Q3 2019.
Mascoma Wealth Management bought 125 iShares Core US REIT ETF shares in Q3 2019, an estimated $6.72K.
iShares Core US REIT ETF made up 0.18% of Mascoma Wealth Management's portfolio in Q3 2019, its #61 holding.
Mascoma Wealth Management first reported a position in iShares Core US REIT ETF in Q1 2017 and has held it in 9 quarters since.
Mascoma Wealth Management's iShares Core US REIT ETF position peaked at $548K in Q1 2019.
180 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2019.

Based on Mascoma Wealth Management's 13F filing for Q3 2019, filed 21 Nov 2019.