Advisory Solutions Group’s iShares Core US REIT ETF USRT Stock Holding History

Advisory Solutions Group’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 Q3	$1.5M	Buy	+24,278	New	+$1.61M	0.32%	84

Other funds holding USRT

TCOT

Trust Company of Tennessee Knoxville, Tennessee $565M AUM 11.71% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Financial & Tax Architects St Louis, Missouri $486M AUM 10.48% 1-Year Est. Return

93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return

S.R. Schill & Associates Mercer Island, Washington $159M AUM 9.72% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Advisory Solutions Group's USRT Position: Q3 2026 in Review

Advisory Solutions Group opened a new position in iShares Core US REIT ETF (USRT) in Q3 2026: 24,278 shares worth $1.5M. The stake represents 0.32% of the portfolio and ranks #84 among its holdings.

137 funds tracked by Wall St. Rank hold USRT as of Q3 2026.

Advisory Solutions Group held 24,278 shares of iShares Core US REIT ETF worth $1.5M as of Q3 2026.
iShares Core US REIT ETF was a new Advisory Solutions Group position in Q3 2026.
iShares Core US REIT ETF made up 0.32% of Advisory Solutions Group's portfolio in Q3 2026, its #84 holding.
137 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2026.

Based on Advisory Solutions Group's 13F filing for Q3 2026, filed 14 Oct 2026.