Wolverine Trading
USRT icon

Wolverine Trading’s iShares Core US REIT ETF USRT Stock Holding History

Wolverine Trading’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
Q4 		– Sell
-4,800
Closed -$226K – 5267
2023
Q3 		$226K Buy
+4,800
New +$246K ﹤0.01% 3619

Other funds holding USRT

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
FA
Fiducient Advisors Chicago, Illinois $765M AUM 12.73% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Wolverine Trading's USRT Position: Q2 2022 in Review

Wolverine Trading sold out of iShares Core US REIT ETF (USRT) in Q2 2022, closing a stake of 6,901 shares — an estimated $453K sold.

Wolverine Trading first reported a position in USRT in Q2 2021 and held it in 3 quarters. The position peaked at $1.24M in Q3 2021. 298 funds tracked by Wall St. Rank hold USRT as of Q2 2022.

  • Wolverine Trading reported no remaining iShares Core US REIT ETF position as of Q2 2022 after selling out during the quarter.
  • Wolverine Trading sold 6,901 iShares Core US REIT ETF shares in Q2 2022, an estimated $453K.
  • Wolverine Trading first reported a position in iShares Core US REIT ETF in Q2 2021 and held it in 3 quarters.
  • Wolverine Trading's iShares Core US REIT ETF position peaked at $1.24M in Q3 2021.
  • 298 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2022.

Based on Wolverine Trading's 13F filing for Q2 2022, filed 15 Aug 2022.