CIAS
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Capital Investment Advisory Services’s iShares Core US REIT ETF USRT Stock Holding History

Capital Investment 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
2026
Q2 		$10.5K Hold
158
– – ﹤0.01% 1148
2026
Q1 		$9.35K Sell
158
-134
-46% -$8.05K ﹤0.01% 1069
2025
Q4 		$16.6K Buy
292
+134
+85% +$7.76K ﹤0.01% 971
2025
Q3 		$9.28K Sell
158
-56
-26% -$3.21K ﹤0.01% 973
2025
Q2 		$12.1K Buy
214
+210
+5,250% +$11.8K ﹤0.01% 923
2025
Q1 		$230 Sell
4
-2
-33% -$116 ﹤0.01% 990
2024
Q4 		$344 Buy
+6
New +$361 ﹤0.01% 927
2020
Q2 		– Sell
-70
Closed -$3K – 616
2020
Q1 		$3K Hold
70
– – ﹤0.01% 524
2019
Q4 		$4K Hold
70
– – ﹤0.01% 516
2019
Q3 		$4K Hold
70
– – ﹤0.01% 1182
2019
Q2 		$4K Hold
70
– – ﹤0.01% 1194
2019
Q1 		$4K Hold
70
– – ﹤0.01% 1022
2018
Q4 		$3K Buy
+70
New +$3.31K ﹤0.01% 1021

Other funds holding USRT

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
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
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Capital Investment Advisory Services's USRT Position: Q2 2026 in Review

Capital Investment Advisory Services held its iShares Core US REIT ETF (USRT) position steady in Q2 2026 at 158 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1148.

Capital Investment Advisory Services first reported a position in USRT in Q4 2018 and has held it in 13 quarters since. The position peaked at $16.6K in Q4 2025. 442 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Capital Investment Advisory Services held 158 shares of iShares Core US REIT ETF worth $10.5K as of Q2 2026.
  • Capital Investment Advisory Services left its iShares Core US REIT ETF share count unchanged in Q2 2026.
  • iShares Core US REIT ETF made up ﹤0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #1148 holding.
  • Capital Investment Advisory Services first reported a position in iShares Core US REIT ETF in Q4 2018 and has held it in 13 quarters since.
  • Capital Investment Advisory Services's iShares Core US REIT ETF position peaked at $16.6K in Q4 2025.
  • 442 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.