PVH
USRT icon

Psagot Value Holdings’s iShares Core US REIT ETF USRT Stock Holding History

Psagot Value Holdings’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
2021
Q4 		– Sell
-4,682
Closed -$275K – 452
2021
Q3 		$275K Hold
4,682
– – 0.05% 231
2021
Q2 		$273K Sell
4,682
-914
-16% -$51.9K 0.01% 272
2021
Q1 		$293K Sell
5,596
-492
-8% -$24.8K 0.01% 253
2020
Q4 		$295K Buy
+6,088
New +$284K 0.01% 233

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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
FA
Fiducient Advisors Chicago, Illinois $765M AUM 12.73% 1-Year Est. Return
MG
McCutchen Group Seattle, Washington $464M AUM 22.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return

Psagot Value Holdings's USRT Position: Q4 2021 in Review

Psagot Value Holdings sold out of iShares Core US REIT ETF (USRT) in Q4 2021, closing a stake of 4,682 shares — an estimated $275K sold.

Psagot Value Holdings first reported a position in USRT in Q4 2020 and held it in 4 quarters. The position peaked at $295K in Q4 2020. 287 funds tracked by Wall St. Rank hold USRT as of Q4 2021.

  • Psagot Value Holdings reported no remaining iShares Core US REIT ETF position as of Q4 2021 after selling out during the quarter.
  • Psagot Value Holdings sold 4,682 iShares Core US REIT ETF shares in Q4 2021, an estimated $275K.
  • Psagot Value Holdings first reported a position in iShares Core US REIT ETF in Q4 2020 and held it in 4 quarters.
  • Psagot Value Holdings's iShares Core US REIT ETF position peaked at $295K in Q4 2020.
  • 287 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q4 2021.

Based on Psagot Value Holdings's 13F filing for Q4 2021, filed 14 Mar 2022.