Simplicity Solutions’s iShares Core US REIT ETF USRT Stock Holding History

Simplicity Solutions’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 Q4	$380K	Buy	6,991 +21	+0.3%	+$1.03K	0.01%	755
2023 Q3	$329K	Buy	6,970 +2,204	+46%	+$113K	0.01%	733
2023 Q2	$245K	Sell	4,766 -1,303	-21%	-$65.2K	0.01%	900
2023 Q1	$306K	Buy	+6,069	New	+$314K	0.01%	840
2021 Q1	–	Sell	-18,077	Closed	-$875K	–	940
2020 Q4	$875K	Buy	18,077 +2,036	+13%	+$94.9K	0.01%	579
2020 Q3	$702K	Sell	16,041 -2,443	-13%	-$109K	0.01%	571
2020 Q2	$804K	Sell	18,484 -15,297	-45%	-$642K	0.02%	523
2020 Q1	$1.32M	Buy	33,781 +5,364	+19%	+$274K	0.04%	290
2019 Q4	$1.55M	Buy	28,417 +19,824	+231%	+$1.09M	0.05%	283
2019 Q3	$477K	Buy	+8,593	New	+$462K	0.02%	428

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Simplicity Solutions's USRT Position: Q4 2023 in Review

Simplicity Solutions increased its iShares Core US REIT ETF (USRT) stake by 0.3% in Q4 2023, buying an estimated $1.03K and bringing the position to 6,991 shares worth $380K. The position accounts for 0.01% of the portfolio, ranked #755.

Simplicity Solutions first reported a position in USRT in Q3 2019 and has held it in 10 quarters since. The position peaked at $1.55M in Q4 2019. 344 funds tracked by Wall St. Rank hold USRT as of Q4 2023.

Simplicity Solutions held 6,991 shares of iShares Core US REIT ETF worth $380K as of Q4 2023.
Simplicity Solutions bought 21 iShares Core US REIT ETF shares in Q4 2023, an estimated $1.03K.
iShares Core US REIT ETF made up 0.01% of Simplicity Solutions's portfolio in Q4 2023, its #755 holding.
Simplicity Solutions first reported a position in iShares Core US REIT ETF in Q3 2019 and has held it in 10 quarters since.
Simplicity Solutions's iShares Core US REIT ETF position peaked at $1.55M in Q4 2019.
344 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.