PBF
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Petix & Botte Financial’s iShares Core US REIT ETF USRT Stock Holding History

Petix & Botte Financial’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
Q2 		– Sell
-84,249
Closed -$4.53M – 160
2024
Q1 		$4.53M Buy
+84,249
New +$4.46M 1.13% 28

Other funds holding USRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
TCOT
Trust Company of Tennessee Knoxville, Tennessee $537M AUM 13.53% 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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Petix & Botte Financial's USRT Position: Q2 2024 in Review

Petix & Botte Financial sold out of iShares Core US REIT ETF (USRT) in Q2 2024, closing a stake of 84,249 shares — an estimated $4.53M sold.

Petix & Botte Financial first reported a position in USRT in Q1 2024 and held it in 1 quarter. The position peaked at $4.53M in Q1 2024. 320 funds tracked by Wall St. Rank hold USRT as of Q2 2024.

  • Petix & Botte Financial reported no remaining iShares Core US REIT ETF position as of Q2 2024 after selling out during the quarter.
  • Petix & Botte Financial sold 84,249 iShares Core US REIT ETF shares in Q2 2024, an estimated $4.53M.
  • Petix & Botte Financial first reported a position in iShares Core US REIT ETF in Q1 2024 and held it in 1 quarter.
  • Petix & Botte Financial's iShares Core US REIT ETF position peaked at $4.53M in Q1 2024.
  • 320 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2024.

Based on Petix & Botte Financial's 13F filing for Q2 2024, filed 13 Aug 2024.