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WestHill Financial Advisors’s iShares Core US REIT ETF USRT Stock Holding History

WestHill Financial Advisors’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
Q2 		– Sell
-39
Closed -$1.97K – 111
2023
Q1 		$1.97K Hold
39
– – ﹤0.01% 110
2022
Q4 		$1.93K Hold
39
– – ﹤0.01% 116
2022
Q3 		$2K Hold
39
– – ﹤0.01% 107
2022
Q2 		$2K Hold
39
– – ﹤0.01% 110
2022
Q1 		$3K Hold
39
– – ﹤0.01% 117
2021
Q4 		$3K Hold
39
– – ﹤0.01% 120
2021
Q3 		$2K Buy
+39
New +$2.37K ﹤0.01% 107

Other funds holding USRT

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CSIA
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

WestHill Financial Advisors's USRT Position: Q2 2023 in Review

WestHill Financial Advisors sold out of iShares Core US REIT ETF (USRT) in Q2 2023, closing a stake of 39 shares — an estimated $1.97K sold.

WestHill Financial Advisors first reported a position in USRT in Q3 2021 and held it in 7 quarters. The position peaked at $3K in Q1 2022. 326 funds tracked by Wall St. Rank hold USRT as of Q2 2023.

  • WestHill Financial Advisors reported no remaining iShares Core US REIT ETF position as of Q2 2023 after selling out during the quarter.
  • WestHill Financial Advisors sold 39 iShares Core US REIT ETF shares in Q2 2023, an estimated $1.97K.
  • WestHill Financial Advisors first reported a position in iShares Core US REIT ETF in Q3 2021 and held it in 7 quarters.
  • WestHill Financial Advisors's iShares Core US REIT ETF position peaked at $3K in Q1 2022.
  • 326 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2023.

Based on WestHill Financial Advisors's 13F filing for Q2 2023, filed 11 Aug 2023.