Avantax Advisory Services’s iShares Core US REIT ETF USRT Stock Holding History

Avantax Advisory Services’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
2025 Q2	$446K	Sell	7,892 -5,389	-41%	-$302K	﹤0.01%	1653
2025 Q1	$765K	Sell	13,281 -82,087	-86%	-$4.75M	﹤0.01%	1235
2024 Q4	$5.47M	Buy	95,368 +88,231	+1,236%	+$5.31M	0.03%	374
2024 Q3	$439K	Sell	7,137 -2,553	-26%	-$149K	﹤0.01%	1501
2024 Q2	$519K	Buy	9,690 +4,247	+78%	+$220K	﹤0.01%	1339
2024 Q1	$293K	Sell	5,443 -29,839	-85%	-$1.58M	﹤0.01%	1311
2023 Q4	$1.92M	Buy	35,282 +27,653	+362%	+$1.35M	0.02%	515
2023 Q3	$360K	Sell	7,629 -253	-3%	-$12.9K	﹤0.01%	1096
2023 Q2	$405K	Sell	7,882 -618	-7%	-$30.9K	﹤0.01%	1032
2023 Q1	$428K	Sell	8,500 -34,675	-80%	-$1.8M	0.01%	978
2022 Q4	$2.13M	Buy	43,175 +37,486	+659%	+$1.86M	0.03%	407
2022 Q3	$270K	Sell	5,689 -840	-13%	-$46.2K	﹤0.01%	1056
2022 Q2	$349K	Sell	6,529 -6,710	-51%	-$395K	0.01%	944
2022 Q1	$852K	Sell	13,239 -4,401	-25%	-$276K	0.01%	597
2021 Q4	$1.19M	Buy	17,640 +2,330	+15%	+$148K	0.02%	482
2021 Q3	$896K	Buy	15,310 +3,167	+26%	+$193K	0.01%	523
2021 Q2	$707K	Buy	+12,143	New	+$689K	0.01%	572
2021 Q1	–	Sell	-6,656	Closed	-$322K	–	1077
2020 Q4	$322K	Sell	6,656 -3,498	-34%	-$163K	0.01%	696
2020 Q3	$443K	Buy	10,154 +3,509	+53%	+$157K	0.01%	843
2020 Q2	$287K	Buy	+6,645	New	+$279K	0.01%	654

Other funds holding USRT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

GIM

Glenmede Investment Management Philadelphia, Pennsylvania $20.7B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TCOT

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

JHU

Johns Hopkins University Baltimore, Maryland $1.38B AUM 9.48% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

HFS

Heritage Financial Services Westwood, Massachusetts $1.2B AUM 13.95% 1-Year Est. Return

DCM

Disciplina Capital Management Nashville, Tennessee $944M AUM 10.02% 1-Year Est. Return

Avantax Advisory Services's USRT Position: Q2 2025 in Review

Avantax Advisory Services reduced its iShares Core US REIT ETF (USRT) stake by 41% in Q2 2025, selling an estimated $302K and leaving 7,892 shares worth $446K. The position accounts for ﹤0.01% of the portfolio, ranked #1653.

Avantax Advisory Services first reported a position in USRT in Q2 2020 and has held it in 20 quarters since. The position peaked at $5.47M in Q4 2024. 367 funds tracked by Wall St. Rank hold USRT as of Q2 2025.

Avantax Advisory Services held 7,892 shares of iShares Core US REIT ETF worth $446K as of Q2 2025.
Avantax Advisory Services sold 5,389 iShares Core US REIT ETF shares in Q2 2025, an estimated $302K.
iShares Core US REIT ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1653 holding.
Avantax Advisory Services first reported a position in iShares Core US REIT ETF in Q2 2020 and has held it in 20 quarters since.
Avantax Advisory Services's iShares Core US REIT ETF position peaked at $5.47M in Q4 2024.
367 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.