Romano Brothers & Co’s iShares Core US REIT ETF USRT Stock Holding History

Romano Brothers & Co’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
2023 Q1	–	Sell	-13	Closed	-$643	–	943
2022 Q4	$643	Buy	+13	New	+$644	﹤0.01%	1012

Other funds holding USRT

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Fiducient Advisors Chicago, Illinois $765M AUM 12.73% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return

Romano Brothers & Co's USRT Position: Q1 2023 in Review

Romano Brothers & Co sold out of iShares Core US REIT ETF (USRT) in Q1 2023, closing a stake of 13 shares — an estimated $643 sold.

Romano Brothers & Co first reported a position in USRT in Q4 2022 and held it in 1 quarter. The position peaked at $643 in Q4 2022. 321 funds tracked by Wall St. Rank hold USRT as of Q1 2023.

Romano Brothers & Co reported no remaining iShares Core US REIT ETF position as of Q1 2023 after selling out during the quarter.
Romano Brothers & Co sold 13 iShares Core US REIT ETF shares in Q1 2023, an estimated $643.
Romano Brothers & Co first reported a position in iShares Core US REIT ETF in Q4 2022 and held it in 1 quarter.
Romano Brothers & Co's iShares Core US REIT ETF position peaked at $643 in Q4 2022.
321 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.