WWM
USRT icon

WT Wealth Management’s iShares Core US REIT ETF USRT Stock Holding History

WT Wealth Management’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
-9,691
Closed -$488K – 114
2023
Q1 		$488K Sell
9,691
-23
-0.2% -$1.19K 0.21% 89
2022
Q4 		$480K Buy
+9,714
New +$481K 0.23% 74
2020
Q1 		– Sell
-6,300
Closed -$343K – 92
2019
Q4 		$343K Buy
+6,300
New +$347K 0.26% 68

Other funds holding USRT

ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return
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
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

WT Wealth Management's USRT Position: Q2 2023 in Review

WT Wealth Management sold out of iShares Core US REIT ETF (USRT) in Q2 2023, closing a stake of 9,691 shares — an estimated $488K sold.

WT Wealth Management first reported a position in USRT in Q4 2019 and held it in 3 quarters. The position peaked at $488K in Q1 2023. 326 funds tracked by Wall St. Rank hold USRT as of Q2 2023.

  • WT Wealth Management reported no remaining iShares Core US REIT ETF position as of Q2 2023 after selling out during the quarter.
  • WT Wealth Management sold 9,691 iShares Core US REIT ETF shares in Q2 2023, an estimated $488K.
  • WT Wealth Management first reported a position in iShares Core US REIT ETF in Q4 2019 and held it in 3 quarters.
  • WT Wealth Management's iShares Core US REIT ETF position peaked at $488K in Q1 2023.
  • 326 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2023.

Based on WT Wealth Management's 13F filing for Q2 2023, filed 25 Jul 2023.