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Sandy Spring Bank’s iShares Core US REIT ETF USRT Stock Holding History

Sandy Spring Bank’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
Q3 		– Sell
-39
Closed -$2K – 1275
2023
Q2 		$2K Buy
+39
New +$1.95K ﹤0.01% 1067

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Thrivent Financial for Lutherans
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Sandy Spring Bank's USRT Position: Q3 2023 in Review

Sandy Spring Bank sold out of iShares Core US REIT ETF (USRT) in Q3 2023, closing a stake of 39 shares — an estimated $2K sold.

Sandy Spring Bank first reported a position in USRT in Q2 2023 and held it in 1 quarter. The position peaked at $2K in Q2 2023. 323 funds tracked by Wall St. Rank hold USRT as of Q3 2023.

  • Sandy Spring Bank reported no remaining iShares Core US REIT ETF position as of Q3 2023 after selling out during the quarter.
  • Sandy Spring Bank sold 39 iShares Core US REIT ETF shares in Q3 2023, an estimated $2K.
  • Sandy Spring Bank first reported a position in iShares Core US REIT ETF in Q2 2023 and held it in 1 quarter.
  • Sandy Spring Bank's iShares Core US REIT ETF position peaked at $2K in Q2 2023.
  • 323 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2023.

Based on Sandy Spring Bank's 13F filing for Q3 2023, filed 30 Oct 2023.