Aristotle Portfolio Optimization Aggressive Growth Fund USRT Holdings History
Aristotle Portfolio Optimization Aggressive Growth Fund's iShares Core U.S. REIT ETF Holding Summary
As of 2025-03-31, Aristotle Portfolio Optimization Aggressive Growth Fund held 135,846.00 shares of iShares Core U.S. REIT ETF(USRT), totaling $7.82 Mil. This investment constitutes 6.64% of their stock portfolio, and Aristotle Portfolio Optimization Aggressive Growth Fund now holds 0.26% of the outstanding iShares Core U.S. REIT ETF(USRT) stock.
The initial trade took place in 2025Q1. And since then Aristotle Portfolio Optimization Aggressive Growth Fund has made 1 purchases of USRT, at an average price of $57.92, for a total of 135,846.00 shares. Based on historical transaction data and USRT's current price of $57.20, Aristotle Portfolio Optimization Aggressive Growth Fund's estimated gain on his USRT holdings is $-97,809.12, reflecting a -1.24% gain to date.
Aristotle Portfolio Optimization Aggressive Growth Fund USRT ($57.20) Holding Chart
Aristotle Portfolio Optimization Aggressive Growth Fund USRT ($57.20) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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