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Peak Financial Advisors’s iShares Core US REIT ETF USRT Stock Holding History

Peak Financial Advisors’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
Q1 		– Sell
-3,467
Closed -$234K – 109
2021
Q4 		$234K Buy
+3,467
New +$221K 0.18% 66

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Peak Financial Advisors's USRT Position: Q1 2022 in Review

Peak Financial Advisors sold out of iShares Core US REIT ETF (USRT) in Q1 2022, closing a stake of 3,467 shares — an estimated $234K sold.

Peak Financial Advisors first reported a position in USRT in Q4 2021 and held it in 1 quarter. The position peaked at $234K in Q4 2021. 293 funds tracked by Wall St. Rank hold USRT as of Q1 2022.

  • Peak Financial Advisors reported no remaining iShares Core US REIT ETF position as of Q1 2022 after selling out during the quarter.
  • Peak Financial Advisors sold 3,467 iShares Core US REIT ETF shares in Q1 2022, an estimated $234K.
  • Peak Financial Advisors first reported a position in iShares Core US REIT ETF in Q4 2021 and held it in 1 quarter.
  • Peak Financial Advisors's iShares Core US REIT ETF position peaked at $234K in Q4 2021.
  • 293 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2022.

Based on Peak Financial Advisors's 13F filing for Q1 2022, filed 22 Apr 2022.