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

Valtinson Bruner 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
2020
Q2 		– Sell
-19,352
Closed -$787K – 81
2020
Q1 		$787K Sell
19,352
-589
-3% -$30.1K 0.63% 30
2019
Q4 		$1.08M Buy
19,941
+991
+5% +$54.6K 0.78% 27
2019
Q3 		$1.05M Buy
+18,950
New +$1.02M 0.86% 24

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
MG
McCutchen Group Seattle, Washington $464M AUM 22.73% 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
TC
TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Valtinson Bruner Financial Planning's USRT Position: Q2 2020 in Review

Valtinson Bruner Financial Planning sold out of iShares Core US REIT ETF (USRT) in Q2 2020, closing a stake of 19,352 shares — an estimated $787K sold.

Valtinson Bruner Financial Planning first reported a position in USRT in Q3 2019 and held it in 3 quarters. The position peaked at $1.08M in Q4 2019. 188 funds tracked by Wall St. Rank hold USRT as of Q2 2020.

  • Valtinson Bruner Financial Planning reported no remaining iShares Core US REIT ETF position as of Q2 2020 after selling out during the quarter.
  • Valtinson Bruner Financial Planning sold 19,352 iShares Core US REIT ETF shares in Q2 2020, an estimated $787K.
  • Valtinson Bruner Financial Planning first reported a position in iShares Core US REIT ETF in Q3 2019 and held it in 3 quarters.
  • Valtinson Bruner Financial Planning's iShares Core US REIT ETF position peaked at $1.08M in Q4 2019.
  • 188 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2020.

Based on Valtinson Bruner Financial Planning's 13F filing for Q2 2020, filed 10 Aug 2020.