SIC
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SJS Investment Consulting’s iShares Core US REIT ETF USRT Stock Holding History

SJS Investment Consulting’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
2022
Q1 		$8K Hold
130
– – ﹤0.01% 415
2021
Q4 		$9K Buy
+130
New +$8.27K ﹤0.01% 386

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CSIA
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Envestnet Asset Management
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MG
McCutchen Group Seattle, Washington $464M AUM 22.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

SJS Investment Consulting's USRT Position: Q1 2022 in Review

SJS Investment Consulting held its iShares Core US REIT ETF (USRT) position steady in Q1 2022 at 130 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #415.

SJS Investment Consulting first reported a position in USRT in Q4 2021 and has held it in 2 quarters since. The position peaked at $9K in Q4 2021. 293 funds tracked by Wall St. Rank hold USRT as of Q1 2022.

  • SJS Investment Consulting held 130 shares of iShares Core US REIT ETF worth $8K as of Q1 2022.
  • SJS Investment Consulting left its iShares Core US REIT ETF share count unchanged in Q1 2022.
  • iShares Core US REIT ETF made up ﹤0.01% of SJS Investment Consulting's portfolio in Q1 2022, its #415 holding.
  • SJS Investment Consulting first reported a position in iShares Core US REIT ETF in Q4 2021 and has held it in 2 quarters since.
  • SJS Investment Consulting's iShares Core US REIT ETF position peaked at $9K in Q4 2021.
  • 293 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2022.

Based on SJS Investment Consulting's 13F filing for Q1 2022, filed 5 May 2022.