RG
USRT icon

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

Retirement 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
-25
Closed -$1.36K – 873
2023
Q4 		$1.36K Hold
25
– – ﹤0.01% 676
2023
Q3 		$1.18K Hold
25
– – ﹤0.01% 627
2023
Q2 		$1.28K Hold
25
– – ﹤0.01% 651
2023
Q1 		$1K Hold
25
– – ﹤0.01% 666
2022
Q4 		$1K Hold
25
– – ﹤0.01% 610
2022
Q3 		$1K Hold
25
– – ﹤0.01% 456
2022
Q2 		$1K Hold
25
– – ﹤0.01% 719
2022
Q1 		$2K Hold
25
– – ﹤0.01% 645
2021
Q4 		$2K Hold
25
– – ﹤0.01% 625
2021
Q3 		$1K Hold
25
– – ﹤0.01% 602
2021
Q2 		$1K Buy
+25
New +$1.42K ﹤0.01% 643

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

Retirement Group's USRT Position: Q1 2024 in Review

Retirement Group sold out of iShares Core US REIT ETF (USRT) in Q1 2024, closing a stake of 25 shares — an estimated $1.36K sold.

Retirement Group first reported a position in USRT in Q2 2021 and held it in 11 quarters. The position peaked at $2K in Q1 2022. 329 funds tracked by Wall St. Rank hold USRT as of Q1 2024.

  • Retirement Group reported no remaining iShares Core US REIT ETF position as of Q1 2024 after selling out during the quarter.
  • Retirement Group sold 25 iShares Core US REIT ETF shares in Q1 2024, an estimated $1.36K.
  • Retirement Group first reported a position in iShares Core US REIT ETF in Q2 2021 and held it in 11 quarters.
  • Retirement Group's iShares Core US REIT ETF position peaked at $2K in Q1 2022.
  • 329 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.