SAG
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Spotlight Asset Group’s iShares Core US REIT ETF USRT Stock Holding History

Spotlight Asset 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
2024
Q1 		– Sell
-683
Closed -$32.2K – 269
2023
Q4 		$32.2K Hold
683
– – 0.03% 157
2023
Q3 		$32.2K Hold
683
– – 0.03% 157
2023
Q2 		$35.1K Buy
+683
New +$34.2K 0.03% 157

Other funds holding USRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Morgan Stanley
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
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Spotlight Asset Group's USRT Position: Q1 2024 in Review

Spotlight Asset Group sold out of iShares Core US REIT ETF (USRT) in Q1 2024, closing a stake of 683 shares — an estimated $32.2K sold.

Spotlight Asset Group first reported a position in USRT in Q2 2023 and held it in 3 quarters. The position peaked at $35.1K in Q2 2023. 329 funds tracked by Wall St. Rank hold USRT as of Q1 2024.

  • Spotlight Asset Group reported no remaining iShares Core US REIT ETF position as of Q1 2024 after selling out during the quarter.
  • Spotlight Asset Group sold 683 iShares Core US REIT ETF shares in Q1 2024, an estimated $32.2K.
  • Spotlight Asset Group first reported a position in iShares Core US REIT ETF in Q2 2023 and held it in 3 quarters.
  • Spotlight Asset Group's iShares Core US REIT ETF position peaked at $35.1K in Q2 2023.
  • 329 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2024.

Based on Spotlight Asset Group's 13F filing for Q1 2024, filed 14 May 2024.