TSWM
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Tyler-Stone Wealth Management’s iShares Core US REIT ETF USRT Stock Holding History

Tyler-Stone 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
Q3 		– Sell
-295
Closed -$15.8K – 907
2024
Q2 		$15.8K Hold
295
– – 0.01% 570
2024
Q1 		$15.9K Hold
295
– – 0.01% 566
2023
Q4 		$16K Sell
295
-1,296
-81% -$63.4K 0.01% 551
2023
Q3 		$75K Buy
1,591
+144
+10% +$7.37K 0.04% 285
2023
Q2 		$74K Buy
+1,447
New +$72.4K 0.04% 287
2022
Q4 		$39K Hold
797
– – 0.03% 350
2022
Q3 		$38K Hold
797
– – 0.03% 337
2022
Q2 		$43K Hold
797
– – 0.03% 341
2022
Q1 		$52K Sell
797
-6
-0.7% -$377 0.03% 338
2021
Q4 		$54K Buy
+803
New +$51.1K 0.03% 346

Other funds holding USRT

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
TCOT
Trust Company of Tennessee Knoxville, Tennessee $537M AUM 13.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HFS
Heritage Financial Services Westwood, Massachusetts $1.2B AUM 13.95% 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

Tyler-Stone Wealth Management's USRT Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of iShares Core US REIT ETF (USRT) in Q3 2024, closing a stake of 295 shares — an estimated $15.8K sold.

Tyler-Stone Wealth Management first reported a position in USRT in Q4 2021 and held it in 10 quarters. The position peaked at $75K in Q3 2023. 349 funds tracked by Wall St. Rank hold USRT as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining iShares Core US REIT ETF position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 295 iShares Core US REIT ETF shares in Q3 2024, an estimated $15.8K.
  • Tyler-Stone Wealth Management first reported a position in iShares Core US REIT ETF in Q4 2021 and held it in 10 quarters.
  • Tyler-Stone Wealth Management's iShares Core US REIT ETF position peaked at $75K in Q3 2023.
  • 349 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.