SSWG
USRT icon

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

Seven Springs 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
Q1 		– Sell
-6,700
Closed -$366K – 203
2019
Q4 		$366K Buy
+6,700
New +$369K 0.25% 37

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TC
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Thrivent Financial for Lutherans
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JA
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CL
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Wells Fargo
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Seven Springs Wealth Group's USRT Position: Q1 2020 in Review

Seven Springs Wealth Group sold out of iShares Core US REIT ETF (USRT) in Q1 2020, closing a stake of 6,700 shares — an estimated $366K sold.

Seven Springs Wealth Group first reported a position in USRT in Q4 2019 and held it in 1 quarter. The position peaked at $366K in Q4 2019. 205 funds tracked by Wall St. Rank hold USRT as of Q1 2020.

  • Seven Springs Wealth Group reported no remaining iShares Core US REIT ETF position as of Q1 2020 after selling out during the quarter.
  • Seven Springs Wealth Group sold 6,700 iShares Core US REIT ETF shares in Q1 2020, an estimated $366K.
  • Seven Springs Wealth Group first reported a position in iShares Core US REIT ETF in Q4 2019 and held it in 1 quarter.
  • Seven Springs Wealth Group's iShares Core US REIT ETF position peaked at $366K in Q4 2019.
  • 205 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2020.

Based on Seven Springs Wealth Group's 13F filing for Q1 2020, filed 20 Apr 2020.