CWC
USRT icon

Carolinas Wealth Consulting’s iShares Core US REIT ETF USRT Stock Holding History

Carolinas Wealth Consulting’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 		– Sell
-887
Closed -$51.1K – 893
2025
Q1 		$51.1K Buy
887
+95
+12% +$5.5K 0.01% 351
2024
Q4 		$45.3K Buy
792
+3
+0.4% +$180 0.01% 378
2024
Q3 		$48.5K Buy
789
+201
+34% +$11.7K 0.01% 369
2024
Q2 		$31.5K Buy
588
+1
+0.2% +$52 0.01% 427
2024
Q1 		$31.6K Buy
587
+478
+439% +$25.3K 0.01% 437
2023
Q4 		$5.93K Buy
109
+1
+0.9% +$49 ﹤0.01% 600
2023
Q3 		$4.88K Sell
108
-199
-65% -$10.2K ﹤0.01% 605
2023
Q2 		$15.8K Buy
307
+2
+0.7% +$100 ﹤0.01% 517
2023
Q1 		$15.4K Buy
305
+2
+0.7% +$104 ﹤0.01% 536
2022
Q4 		$15K Buy
303
+128
+73% +$6.34K ﹤0.01% 549
2022
Q3 		$8K Sell
175
-175
-50% -$9.63K ﹤0.01% 612
2022
Q2 		$19K Hold
350
– – ﹤0.01% 465
2022
Q1 		$23K Hold
350
– – 0.01% 461
2021
Q4 		$24K Hold
350
– – 0.01% 462
2021
Q3 		$21K Hold
350
– – ﹤0.01% 467
2021
Q2 		$20K Hold
350
– – ﹤0.01% 502
2021
Q1 		$18K Hold
350
– – ﹤0.01% 532
2020
Q4 		$17K Hold
350
– – ﹤0.01% 504
2020
Q3 		$15K Hold
350
– – 0.01% 428
2020
Q2 		$15K Hold
350
– – 0.01% 310
2020
Q1 		$14K Buy
+350
New +$17.9K 0.01% 151

Other funds holding USRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
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
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
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

Carolinas Wealth Consulting's USRT Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of iShares Core US REIT ETF (USRT) in Q2 2025, closing a stake of 887 shares — an estimated $51.1K sold.

Carolinas Wealth Consulting first reported a position in USRT in Q1 2020 and held it in 21 quarters. The position peaked at $51.1K in Q1 2025. 368 funds tracked by Wall St. Rank hold USRT as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining iShares Core US REIT ETF position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 887 iShares Core US REIT ETF shares in Q2 2025, an estimated $51.1K.
  • Carolinas Wealth Consulting first reported a position in iShares Core US REIT ETF in Q1 2020 and held it in 21 quarters.
  • Carolinas Wealth Consulting's iShares Core US REIT ETF position peaked at $51.1K in Q1 2025.
  • 368 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.