TCWP’s iShares Core US REIT ETF USRT Stock Holding History

TCWP’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 Q2	–	Sell	-16	Closed	-$1K	–	1669
2022 Q1	$1K	Buy	+16	New	+$1K	﹤0.01%	1646

Other funds holding USRT

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

McCutchen Group Seattle, Washington $464M AUM 22.73% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return

TCWP's USRT Position: Q2 2022 in Review

TCWP sold out of iShares Core US REIT ETF (USRT) in Q2 2022, closing a stake of 16 shares — an estimated $1K sold.

TCWP first reported a position in USRT in Q1 2022 and held it in 1 quarter. The position peaked at $1K in Q1 2022. 298 funds tracked by Wall St. Rank hold USRT as of Q2 2022.

TCWP reported no remaining iShares Core US REIT ETF position as of Q2 2022 after selling out during the quarter.
TCWP sold 16 iShares Core US REIT ETF shares in Q2 2022, an estimated $1K.
TCWP first reported a position in iShares Core US REIT ETF in Q1 2022 and held it in 1 quarter.
TCWP's iShares Core US REIT ETF position peaked at $1K in Q1 2022.
298 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.