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Private Wealth Group’s iShares Core US REIT ETF USRT Stock Holding History

Private Wealth 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
Q2 		– Sell
-13,877
Closed -$543K – 30
2020
Q1 		$543K Buy
+13,877
New +$709K 0.64% 18

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
MG
McCutchen Group Seattle, Washington $464M AUM 22.73% 1-Year Est. Return
FA
Fiducient Advisors Chicago, Illinois $765M AUM 12.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Private Wealth Group's USRT Position: Q2 2020 in Review

Private Wealth Group sold out of iShares Core US REIT ETF (USRT) in Q2 2020, closing a stake of 13,877 shares — an estimated $543K sold.

Private Wealth Group first reported a position in USRT in Q1 2020 and held it in 1 quarter. The position peaked at $543K in Q1 2020. 188 funds tracked by Wall St. Rank hold USRT as of Q2 2020.

  • Private Wealth Group reported no remaining iShares Core US REIT ETF position as of Q2 2020 after selling out during the quarter.
  • Private Wealth Group sold 13,877 iShares Core US REIT ETF shares in Q2 2020, an estimated $543K.
  • Private Wealth Group first reported a position in iShares Core US REIT ETF in Q1 2020 and held it in 1 quarter.
  • Private Wealth Group's iShares Core US REIT ETF position peaked at $543K in Q1 2020.
  • 188 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2020.

Based on Private Wealth Group's 13F filing for Q2 2020, filed 31 Jul 2020.