Biltmore Wealth Management, LLC USRT Holdings History
Biltmore Wealth Management, LLC's iShares Core U.S. REIT ETF Holding Summary
As of 2025-06-30, Biltmore Wealth Management, LLC held 198,789.00 shares of iShares Core U.S. REIT ETF(USRT), totaling $11.24 Mil. This investment constitutes 4.55% of their stock portfolio, and Biltmore Wealth Management, LLC now holds 0.38% of the outstanding iShares Core U.S. REIT ETF(USRT) stock.
The initial trade took place in 2019Q4. And since then Biltmore Wealth Management, LLC has made 16 purchases of USRT, at an average price of $50.88, for a total of 300,905.00 shares. In addition, there have been 6 sales at an average price of $50.50 for 102,116.00 shares. Based on historical transaction data and USRT's current price of $57.96, Biltmore Wealth Management, LLC's estimated gain on his USRT holdings is $1.37 Mil, reflecting a 8.95% gain to date.
Biltmore Wealth Management, LLC USRT ($57.96) Holding Chart
Biltmore Wealth Management, LLC USRT ($57.96) 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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