Spire Wealth Management’s iShares Core US REIT ETF USRT Stock Holding History

Spire Wealth Management’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
2024 Q2	–	Sell	-65	Closed	-$3.5K	–	2393
2024 Q1	$3.5K	Hold	65	–	–	﹤0.01%	2000
2023 Q4	$3.44K	Hold	65	–	–	﹤0.01%	2042
2023 Q3	$3.07K	Sell	65 -44	-40%	-$2.25K	﹤0.01%	2047
2023 Q2	$5.6K	Hold	109	–	–	﹤0.01%	1968
2023 Q1	$5.49K	Sell	109 -134	-55%	-$6.94K	﹤0.01%	2014
2022 Q4	$12K	Buy	+243	New	+$12K	﹤0.01%	1555
2022 Q3	–	Sell	-931	Closed	-$50K	–	2603
2022 Q2	$50K	Sell	931 -290	-24%	-$17.1K	﹤0.01%	1294
2022 Q1	$79K	Buy	1,221 +347	+40%	+$21.8K	﹤0.01%	1263
2021 Q4	$59K	Buy	874 +500	+134%	+$31.8K	﹤0.01%	1638
2021 Q3	$22K	Hold	374	–	–	﹤0.01%	1824
2021 Q2	$22K	Sell	374 -500	-57%	-$28.4K	﹤0.01%	1842
2021 Q1	$44K	Buy	+874	New	+$44K	﹤0.01%	1794

Other funds holding USRT

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

TCOT

Trust Company of Tennessee Knoxville, Tennessee $537M AUM 13.53% 1-Year Est. Return

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

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

HFS

Heritage Financial Services Westwood, Massachusetts $1.2B AUM 13.95% 1-Year Est. Return

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

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

Spire Wealth Management's USRT Position: Q2 2024 in Review

Spire Wealth Management sold out of iShares Core US REIT ETF (USRT) in Q2 2024, closing a stake of 65 shares — an estimated $3.5K sold.

Spire Wealth Management first reported a position in USRT in Q1 2021 and held it in 12 quarters. The position peaked at $79K in Q1 2022. 320 funds tracked by Wall St. Rank hold USRT as of Q2 2024.

Spire Wealth Management reported no remaining iShares Core US REIT ETF position as of Q2 2024 after selling out during the quarter.
Spire Wealth Management sold 65 iShares Core US REIT ETF shares in Q2 2024, an estimated $3.5K.
Spire Wealth Management first reported a position in iShares Core US REIT ETF in Q1 2021 and held it in 12 quarters.
Spire Wealth Management's iShares Core US REIT ETF position peaked at $79K in Q1 2022.
320 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2024.

Based on Spire Wealth Management's 13F filing for Q2 2024, filed 31 Jul 2024.