OLVIG
USRT icon

Oliver Lagore Vanvalin Investment Group’s iShares Core US REIT ETF USRT Stock Holding History

Oliver Lagore Vanvalin Investment 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
2024
Q1 		– Sell
-1
Closed -$54 – 827
2023
Q4 		$54 Hold
1
– – ﹤0.01% 740
2023
Q3 		$47 Buy
+1
New +$51 ﹤0.01% 823
2022
Q3 		– Sell
-63
Closed -$3K – 739
2022
Q2 		$3K Hold
63
– – ﹤0.01% 479
2022
Q1 		$4K Buy
+63
New +$3.96K ﹤0.01% 451

Other funds holding USRT

BlackRock
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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HFS
Heritage Financial Services Westwood, Massachusetts $1.2B AUM 13.95% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's USRT Position: Q1 2024 in Review

Oliver Lagore Vanvalin Investment Group sold out of iShares Core US REIT ETF (USRT) in Q1 2024, closing a stake of 1 share — an estimated $54 sold.

Oliver Lagore Vanvalin Investment Group first reported a position in USRT in Q1 2022 and held it in 4 quarters. The position peaked at $4K in Q1 2022. 329 funds tracked by Wall St. Rank hold USRT as of Q1 2024.

  • Oliver Lagore Vanvalin Investment Group reported no remaining iShares Core US REIT ETF position as of Q1 2024 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 1 iShares Core US REIT ETF share in Q1 2024, an estimated $54.
  • Oliver Lagore Vanvalin Investment Group first reported a position in iShares Core US REIT ETF in Q1 2022 and held it in 4 quarters.
  • Oliver Lagore Vanvalin Investment Group's iShares Core US REIT ETF position peaked at $4K in Q1 2022.
  • 329 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q1 2024, filed 15 May 2024.