SFG
USRT icon

Sovereign Financial Group’s iShares Core US REIT ETF USRT Stock Holding History

Sovereign Financial 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
2022
Q1 		– Sell
-2,989
Closed -$202K – 230
2021
Q4 		$202K Buy
+2,989
New +$190K 0.08% 203

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Sovereign Financial Group's USRT Position: Q1 2022 in Review

Sovereign Financial Group sold out of iShares Core US REIT ETF (USRT) in Q1 2022, closing a stake of 2,989 shares — an estimated $202K sold.

Sovereign Financial Group first reported a position in USRT in Q4 2021 and held it in 1 quarter. The position peaked at $202K in Q4 2021. 293 funds tracked by Wall St. Rank hold USRT as of Q1 2022.

  • Sovereign Financial Group reported no remaining iShares Core US REIT ETF position as of Q1 2022 after selling out during the quarter.
  • Sovereign Financial Group sold 2,989 iShares Core US REIT ETF shares in Q1 2022, an estimated $202K.
  • Sovereign Financial Group first reported a position in iShares Core US REIT ETF in Q4 2021 and held it in 1 quarter.
  • Sovereign Financial Group's iShares Core US REIT ETF position peaked at $202K in Q4 2021.
  • 293 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2022.

Based on Sovereign Financial Group's 13F filing for Q1 2022, filed 16 May 2022.