Aletheian Wealth Advisors’s iShares Core US REIT ETF USRT Stock Holding History

Aletheian Wealth Advisors’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	$249K	Hold	4,047	–	–	0.1%	95
2026 Q2	$269K	Sell	4,047 -1	-0%	-$64	0.11%	97
2026 Q1	$240K	Buy	+4,048	New	+$243K	0.12%	85
2025 Q3	$238K	Hold	4,048	–	–	0.11%	86
2025 Q2	$229K	Sell	4,048 -3	-0.1%	-$168	0.11%	88
2025 Q1	$233K	Buy	4,051 +1	+0%	+$58	0.13%	83
2024 Q4	$232K	Hold	4,050	–	–	0.14%	73
2024 Q3	$249K	Sell	4,050 -2,922	-42%	-$171K	0.15%	70
2024 Q2	$373K	Hold	6,972	–	–	0.2%	67
2024 Q1	$375K	Sell	6,972 -1	-0%	-$53	0.2%	67
2023 Q4	$379K	Buy	+6,973	New	+$341K	0.25%	67

Other funds holding USRT

BWM

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return

PRTG

Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return

PCS

Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

PWA

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

Aletheian Wealth Advisors's USRT Position: Q3 2026 in Review

Aletheian Wealth Advisors held its iShares Core US REIT ETF (USRT) position steady in Q3 2026 at 4,047 shares worth $249K. The position accounts for 0.1% of the portfolio, ranked #95.

Aletheian Wealth Advisors first reported a position in USRT in Q4 2023 and has held it in 11 quarters since. The position peaked at $379K in Q4 2023. 27 funds tracked by Wall St. Rank hold USRT as of Q3 2026.

Aletheian Wealth Advisors held 4,047 shares of iShares Core US REIT ETF worth $249K as of Q3 2026.
Aletheian Wealth Advisors left its iShares Core US REIT ETF share count unchanged in Q3 2026.
iShares Core US REIT ETF made up 0.1% of Aletheian Wealth Advisors's portfolio in Q3 2026, its #95 holding.
Aletheian Wealth Advisors first reported a position in iShares Core US REIT ETF in Q4 2023 and has held it in 11 quarters since.
Aletheian Wealth Advisors's iShares Core US REIT ETF position peaked at $379K in Q4 2023.
27 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2026.

Based on Aletheian Wealth Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.