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Ashton Thomas Private Wealth’s iShares Core US REIT ETF USRT Stock Holding History

Ashton Thomas Private Wealth’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 		$232K Buy
+3,917
New +$235K 0.01% 978
2025
Q4 		– Sell
-3,625
Closed -$213K – 1055
2025
Q3 		$213K Buy
+3,625
New +$208K 0.01% 917
2024
Q4 		– Sell
-3,645
Closed -$224K – 817
2024
Q3 		$224K Sell
3,645
-23
-0.6% -$1.34K 0.01% 568
2024
Q2 		$196K Sell
3,668
-713
-16% -$37K 0.01% 569
2024
Q1 		$236K Buy
+4,381
New +$232K 0.01% 542
2023
Q3 		– Sell
-4,357
Closed -$224K – 609
2023
Q2 		$224K Buy
4,357
+19
+0.4% +$951 0.02% 537
2023
Q1 		$219K Sell
4,338
-843
-16% -$43.6K 0.02% 467
2022
Q4 		$256K Sell
5,181
-547
-10% -$27.1K 0.03% 426
2022
Q3 		$272K Buy
5,728
+943
+20% +$51.9K 0.03% 394
2022
Q2 		$256K Sell
4,785
-468
-9% -$27.5K 0.03% 403
2022
Q1 		$340K Sell
5,253
-323
-6% -$20.3K 0.03% 393
2021
Q4 		$377K Sell
5,576
-402
-7% -$25.6K 0.04% 360
2021
Q3 		$351K Buy
5,978
+226
+4% +$13.7K 0.05% 288
2021
Q2 		$336K Buy
5,752
+1,336
+30% +$75.8K 0.05% 283
2021
Q1 		$231K Buy
4,416
+199
+5% +$10K 0.04% 281
2020
Q4 		$204K Buy
+4,217
New +$197K 0.04% 291

Other funds holding USRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
TCOT
Trust Company of Tennessee Knoxville, Tennessee $537M AUM 13.53% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
DCM
Disciplina Capital Management Nashville, Tennessee $944M AUM 10.02% 1-Year Est. Return

Ashton Thomas Private Wealth's USRT Position: Q1 2026 in Review

Ashton Thomas Private Wealth opened a new position in iShares Core US REIT ETF (USRT) in Q1 2026: 3,917 shares worth $232K. The stake represents 0.01% of the portfolio and ranks #978 among its holdings. This is a return to the name: Ashton Thomas Private Wealth previously reported a position in USRT as recently as Q3 2025.

Ashton Thomas Private Wealth first reported a position in USRT in Q4 2020 and has held it in 16 quarters since. The position peaked at $377K in Q4 2021. 400 funds tracked by Wall St. Rank hold USRT as of Q1 2026.

  • Ashton Thomas Private Wealth held 3,917 shares of iShares Core US REIT ETF worth $232K as of Q1 2026.
  • iShares Core US REIT ETF was a new Ashton Thomas Private Wealth position in Q1 2026.
  • iShares Core US REIT ETF made up 0.01% of Ashton Thomas Private Wealth's portfolio in Q1 2026, its #978 holding.
  • Ashton Thomas Private Wealth first reported a position in iShares Core US REIT ETF in Q4 2020 and has held it in 16 quarters since.
  • Ashton Thomas Private Wealth's iShares Core US REIT ETF position peaked at $377K in Q4 2021.
  • 400 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q1 2026, filed 11 May 2026.