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

Advisornet Financial’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
2026
Q1 		$2.84K Hold
48
– – ﹤0.01% 1849
2025
Q4 		$2.73K Hold
48
– – ﹤0.01% 1851
2025
Q3 		$2.82K Sell
48
-116
-71% -$6.66K ﹤0.01% 1802
2025
Q2 		$9.26K Buy
164
+1
+0.6% +$56 ﹤0.01% 1501
2025
Q1 		$9.39K Buy
163
+1
+0.6% +$58 ﹤0.01% 1436
2024
Q4 		$9.31K Sell
162
-215
-57% -$12.9K ﹤0.01% 1344
2024
Q3 		$23.2K Buy
377
+1
+0.3% +$58 ﹤0.01% 1150
2024
Q2 		$20.2K Hold
376
– – ﹤0.01% 1092
2024
Q1 		$20.2K Sell
376
-273
-42% -$14.5K ﹤0.01% 1074
2023
Q4 		$35.2K Buy
649
+11
+2% +$538 ﹤0.01% 915
2023
Q3 		$30.1K Buy
638
+68
+12% +$3.48K ﹤0.01% 923
2023
Q2 		$29.3K Sell
570
-190
-25% -$9.51K ﹤0.01% 963
2023
Q1 		$38.3K Buy
760
+2
+0.3% +$104 ﹤0.01% 866
2022
Q4 		$37.5K Buy
758
+11
+1% +$545 ﹤0.01% 869
2022
Q3 		$35K Hold
747
– – ﹤0.01% 956
2022
Q2 		$40K Sell
747
-767
-51% -$45.1K ﹤0.01% 935
2022
Q1 		$98K Sell
1,514
-185
-11% -$11.6K 0.01% 764
2021
Q4 		$115K Sell
1,699
-707
-29% -$45K 0.01% 752
2021
Q3 		$141K Sell
2,406
-11,594
-83% -$705K 0.01% 679
2021
Q2 		$817K Buy
14,000
+71
+0.5% +$4.03K 0.05% 300
2021
Q1 		$730K Sell
13,929
-151
-1% -$7.6K 0.05% 296
2020
Q4 		$682K Sell
14,080
-6,795
-33% -$317K 0.06% 292
2020
Q3 		$913K Sell
20,875
-7,640
-27% -$341K 0.08% 228
2020
Q2 		$1.24M Buy
28,515
+114
+0.4% +$4.78K 0.1% 184
2020
Q1 		$1.11M Buy
28,401
+471
+2% +$24K 0.1% 172
2019
Q4 		$1.52M Sell
27,930
-1,275
-4% -$70.2K 0.13% 150
2019
Q3 		$1.62M Buy
29,205
+259
+0.9% +$13.9K 0.15% 139
2019
Q2 		$1.51M Sell
28,946
-864
-3% -$45K 0.17% 128
2019
Q1 		$1.54M Buy
29,810
+5,601
+23% +$278K 0.19% 123
2018
Q4 		$1.09M Sell
24,209
-672
-3% -$31.8K 0.15% 149
2018
Q3 		$1.2M Sell
24,881
-979
-4% -$48.8K 0.15% 134
2018
Q2 		$1.27M Buy
25,860
+7,587
+42% +$354K 0.17% 116
2018
Q1 		$824K Buy
18,273
+17,842
+4,140% +$817K 0.11% 159
2017
Q4 		$21K Buy
+431
New +$21.4K ﹤0.01% 854

Other funds holding USRT

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
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
TCOT
Trust Company of Tennessee Knoxville, Tennessee $537M AUM 13.53% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
DCM
Disciplina Capital Management Nashville, Tennessee $944M AUM 10.02% 1-Year Est. Return

Advisornet Financial's USRT Position: Q1 2026 in Review

Advisornet Financial held its iShares Core US REIT ETF (USRT) position steady in Q1 2026 at 48 shares worth $2.84K. The position accounts for ﹤0.01% of the portfolio, ranked #1849.

Advisornet Financial first reported a position in USRT in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.62M in Q3 2019. 400 funds tracked by Wall St. Rank hold USRT as of Q1 2026.

  • Advisornet Financial held 48 shares of iShares Core US REIT ETF worth $2.84K as of Q1 2026.
  • Advisornet Financial left its iShares Core US REIT ETF share count unchanged in Q1 2026.
  • iShares Core US REIT ETF made up ﹤0.01% of Advisornet Financial's portfolio in Q1 2026, its #1849 holding.
  • Advisornet Financial first reported a position in iShares Core US REIT ETF in Q4 2017 and has held it in 34 quarters since.
  • Advisornet Financial's iShares Core US REIT ETF position peaked at $1.62M in Q3 2019.
  • 400 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.