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 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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TCOT

Trust Company of Tennessee Knoxville, Tennessee $572M AUM 19.47% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Aletheian Wealth Advisors's USRT Position: Q2 2026 in Review

Aletheian Wealth Advisors reduced its iShares Core US REIT ETF (USRT) stake by 0.02% in Q2 2026, selling an estimated $64 and leaving 4,047 shares worth $269K. The position accounts for 0.11% of the portfolio, ranked #97.

Aletheian Wealth Advisors first reported a position in USRT in Q4 2023 and has held it in 10 quarters since. The position peaked at $379K in Q4 2023. 439 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

Aletheian Wealth Advisors held 4,047 shares of iShares Core US REIT ETF worth $269K as of Q2 2026.
Aletheian Wealth Advisors sold 1 iShares Core US REIT ETF share in Q2 2026, an estimated $64.
iShares Core US REIT ETF made up 0.11% of Aletheian Wealth Advisors's portfolio in Q2 2026, its #97 holding.
Aletheian Wealth Advisors first reported a position in iShares Core US REIT ETF in Q4 2023 and has held it in 10 quarters since.
Aletheian Wealth Advisors's iShares Core US REIT ETF position peaked at $379K in Q4 2023.
439 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Aletheian Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.