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American State Bank (Iowa)’s iShares Core US REIT ETF USRT Stock Holding History

American State Bank (Iowa)’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 		$1.28M Sell
19,224
-428
-2% -$27.6K 0.52% 58
2026
Q1 		$1.16M Sell
19,652
-2,174
-10% -$131K 0.56% 55
2025
Q4 		$1.24M Sell
21,826
-773
-3% -$44.8K 0.6% 50
2025
Q3 		$1.33M Sell
22,599
-8,163
-27% -$469K 0.68% 44
2025
Q2 		$1.74M Sell
30,762
-13,227
-30% -$741K 0.96% 26
2025
Q1 		$2.53M Buy
43,989
+2,159
+5% +$125K 1.53% 11
2024
Q4 		$2.4M Buy
41,830
+1,203
+3% +$72.4K 1.45% 13
2024
Q3 		$2.5M Sell
40,627
-922
-2% -$53.8K 1.52% 12
2024
Q2 		$2.23M Buy
41,549
+615
+2% +$31.9K 1.42% 13
2024
Q1 		$2.2M Buy
40,934
+428
+1% +$22.7K 1.48% 14
2023
Q4 		$2.2M Buy
40,506
+2,414
+6% +$118K 1.4% 16
2023
Q3 		$1.8M Buy
38,092
+1,081
+3% +$55.3K 1.29% 16
2023
Q2 		$1.9M Buy
37,011
+358
+1% +$17.9K 1.33% 15
2023
Q1 		$1.85M Buy
36,653
+386
+1% +$20K 1.35% 16
2022
Q4 		$1.79M Buy
36,267
+1,878
+5% +$93.1K 1.38% 15
2022
Q3 		$1.63M Buy
34,389
+2,118
+7% +$117K 1.42% 14
2022
Q2 		$1.72M Buy
32,271
+639
+2% +$37.6K 1.37% 14
2022
Q1 		$2.05M Buy
31,632
+1,373
+5% +$86.2K 1.42% 12
2021
Q4 		$2.05M Buy
30,259
+2,262
+8% +$144K 1.42% 12
2021
Q3 		$1.64M Buy
27,997
+2,562
+10% +$156K 1.27% 18
2021
Q2 		$1.48M Buy
25,435
+4,667
+22% +$265K 1.16% 22
2021
Q1 		$1.09M Buy
20,768
+3,971
+24% +$200K 0.93% 33
2020
Q4 		$813K Buy
+16,797
New +$783K 0.77% 41

Other funds holding USRT

AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return
FTA
Financial & Tax Architects St Louis, Missouri $474M AUM 16.26% 1-Year Est. Return
SRSA
S.R. Schill & Associates Mercer Island, Washington $166M AUM 17.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

American State Bank (Iowa)'s USRT Position: Q2 2026 in Review

American State Bank (Iowa) reduced its iShares Core US REIT ETF (USRT) stake by 2.2% in Q2 2026, selling an estimated $27.6K and leaving 19,224 shares worth $1.28M. The position accounts for 0.52% of the portfolio, ranked #58.

American State Bank (Iowa) first reported a position in USRT in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.53M in Q1 2025. 114 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • American State Bank (Iowa) held 19,224 shares of iShares Core US REIT ETF worth $1.28M as of Q2 2026.
  • American State Bank (Iowa) sold 428 iShares Core US REIT ETF shares in Q2 2026, an estimated $27.6K.
  • iShares Core US REIT ETF made up 0.52% of American State Bank (Iowa)'s portfolio in Q2 2026, its #58 holding.
  • American State Bank (Iowa) first reported a position in iShares Core US REIT ETF in Q4 2020 and has held it in 23 quarters since.
  • American State Bank (Iowa)'s iShares Core US REIT ETF position peaked at $2.53M in Q1 2025.
  • 114 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on American State Bank (Iowa)'s 13F filing for Q2 2026, filed 9 Jul 2026.