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Andrews Advisory Associates’s iShares Core US REIT ETF USRT Stock Holding History

Andrews Advisory Associates’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 		– Sell
-3,536
Closed -$201K – 85
2025
Q4 		$201K Buy
+3,536
New +$205K 0.11% 80

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Northwestern Mutual Wealth Management
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RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
TCOT
Trust Company of Tennessee Knoxville, Tennessee $572M AUM 19.47% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
DCM
Disciplina Capital Management Nashville, Tennessee $968M AUM 12.13% 1-Year Est. Return

Andrews Advisory Associates's USRT Position: Q1 2026 in Review

Andrews Advisory Associates sold out of iShares Core US REIT ETF (USRT) in Q1 2026, closing a stake of 3,536 shares — an estimated $201K sold.

Andrews Advisory Associates first reported a position in USRT in Q4 2025 and held it in 1 quarter. The position peaked at $201K in Q4 2025. 405 funds tracked by Wall St. Rank hold USRT as of Q1 2026.

  • Andrews Advisory Associates reported no remaining iShares Core US REIT ETF position as of Q1 2026 after selling out during the quarter.
  • Andrews Advisory Associates sold 3,536 iShares Core US REIT ETF shares in Q1 2026, an estimated $201K.
  • Andrews Advisory Associates first reported a position in iShares Core US REIT ETF in Q4 2025 and held it in 1 quarter.
  • Andrews Advisory Associates's iShares Core US REIT ETF position peaked at $201K in Q4 2025.
  • 405 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2026.

Based on Andrews Advisory Associates's 13F filing for Q1 2026, filed 15 May 2026.