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Summit Wealth Group’s iShares Core US REIT ETF USRT Stock Holding History

Summit Wealth 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
2023
Q2 		– Sell
-63,806
Closed -$1K – 249
2023
Q1 		$1K Buy
+63,806
New +$3.3M 0.02% 148

Other funds holding USRT

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
FA
Fiducient Advisors Chicago, Illinois $765M AUM 12.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return

Summit Wealth Group's USRT Position: Q2 2023 in Review

Summit Wealth Group sold out of iShares Core US REIT ETF (USRT) in Q2 2023, closing a stake of 63,806 shares — an estimated $1K sold.

Summit Wealth Group first reported a position in USRT in Q1 2023 and held it in 1 quarter. The position peaked at $1K in Q1 2023. 326 funds tracked by Wall St. Rank hold USRT as of Q2 2023.

  • Summit Wealth Group reported no remaining iShares Core US REIT ETF position as of Q2 2023 after selling out during the quarter.
  • Summit Wealth Group sold 63,806 iShares Core US REIT ETF shares in Q2 2023, an estimated $1K.
  • Summit Wealth Group first reported a position in iShares Core US REIT ETF in Q1 2023 and held it in 1 quarter.
  • Summit Wealth Group's iShares Core US REIT ETF position peaked at $1K in Q1 2023.
  • 326 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.