SFP
USRT icon

Sterling Financial Planning’s iShares Core US REIT ETF USRT Stock Holding History

Sterling Financial Planning’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
2021
Q4 		– Sell
-400
Closed -$23K – 380
2021
Q3 		$23K Buy
+400
New +$24.3K 0.01% 254

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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
FA
Fiducient Advisors Chicago, Illinois $765M AUM 12.73% 1-Year Est. Return
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

Sterling Financial Planning's USRT Position: Q4 2021 in Review

Sterling Financial Planning sold out of iShares Core US REIT ETF (USRT) in Q4 2021, closing a stake of 400 shares — an estimated $23K sold.

Sterling Financial Planning first reported a position in USRT in Q3 2021 and held it in 1 quarter. The position peaked at $23K in Q3 2021. 287 funds tracked by Wall St. Rank hold USRT as of Q4 2021.

  • Sterling Financial Planning reported no remaining iShares Core US REIT ETF position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 400 iShares Core US REIT ETF shares in Q4 2021, an estimated $23K.
  • Sterling Financial Planning first reported a position in iShares Core US REIT ETF in Q3 2021 and held it in 1 quarter.
  • Sterling Financial Planning's iShares Core US REIT ETF position peaked at $23K in Q3 2021.
  • 287 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.