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Weaver Consulting Group’s iShares Core US REIT ETF USRT Stock Holding History

Weaver Consulting 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
2020
Q4 		– Sell
-291
Closed -$13K – 863
2020
Q3 		$13K Hold
291
– – 0.01% 506
2020
Q2 		$13K Hold
291
– – 0.01% 474
2020
Q1 		$11K Hold
291
– – 0.01% 433
2019
Q4 		$16K Hold
291
– – 0.01% 400
2019
Q3 		$15K Hold
291
– – 0.01% 411
2019
Q2 		$15K Hold
291
– – 0.01% 387
2019
Q1 		$15K Buy
+291
New +$14.4K ﹤0.01% 820

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Weaver Consulting Group's USRT Position: Q4 2020 in Review

Weaver Consulting Group sold out of iShares Core US REIT ETF (USRT) in Q4 2020, closing a stake of 291 shares — an estimated $13K sold.

Weaver Consulting Group first reported a position in USRT in Q1 2019 and held it in 7 quarters. The position peaked at $16K in Q4 2019. 207 funds tracked by Wall St. Rank hold USRT as of Q4 2020.

  • Weaver Consulting Group reported no remaining iShares Core US REIT ETF position as of Q4 2020 after selling out during the quarter.
  • Weaver Consulting Group sold 291 iShares Core US REIT ETF shares in Q4 2020, an estimated $13K.
  • Weaver Consulting Group first reported a position in iShares Core US REIT ETF in Q1 2019 and held it in 7 quarters.
  • Weaver Consulting Group's iShares Core US REIT ETF position peaked at $16K in Q4 2019.
  • 207 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q4 2020.

Based on Weaver Consulting Group's 13F filing for Q4 2020, filed 29 Jan 2021.