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WealthPLAN Partners’s iShares Core US REIT ETF USRT Stock Holding History

WealthPLAN Partners’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
Q3 		– Sell
-12
Closed -$617 – 1127
2023
Q2 		$617 Buy
+12
New +$601 ﹤0.01% 1167

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WealthPLAN Partners's USRT Position: Q3 2023 in Review

WealthPLAN Partners sold out of iShares Core US REIT ETF (USRT) in Q3 2023, closing a stake of 12 shares — an estimated $617 sold.

WealthPLAN Partners first reported a position in USRT in Q2 2023 and held it in 1 quarter. The position peaked at $617 in Q2 2023. 322 funds tracked by Wall St. Rank hold USRT as of Q3 2023.

  • WealthPLAN Partners reported no remaining iShares Core US REIT ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 12 iShares Core US REIT ETF shares in Q3 2023, an estimated $617.
  • WealthPLAN Partners first reported a position in iShares Core US REIT ETF in Q2 2023 and held it in 1 quarter.
  • WealthPLAN Partners's iShares Core US REIT ETF position peaked at $617 in Q2 2023.
  • 322 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.