Carson Wealth (CWM LLC)
USRT icon

Carson Wealth (CWM LLC)’s iShares Core US REIT ETF USRT Stock Holding History

Carson Wealth (CWM LLC)’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 		$48.2K Buy
814
+160
+24% +$9.61K ﹤0.01% 3845
2025
Q4 		$37K Buy
654
+63
+11% +$3.65K ﹤0.01% 3820
2025
Q3 		$35K Buy
591
+22
+4% +$1.26K ﹤0.01% 3792
2025
Q2 		$32K Sell
569
-1,108
-66% -$62.1K ﹤0.01% 3621
2025
Q1 		$97K Buy
1,677
+1,034
+161% +$59.9K ﹤0.01% 2452
2024
Q4 		$37K Sell
643
-101
-14% -$6.08K ﹤0.01% 3015
2024
Q3 		$46K Buy
744
+619
+495% +$36.1K ﹤0.01% 2757
2024
Q2 		$7K Buy
+125
New +$6.48K ﹤0.01% 3740
2024
Q1 		– Sell
-22
Closed -$1K – 4773
2023
Q4 		$1K Sell
22
-630
-97% -$30.8K ﹤0.01% 4057
2023
Q3 		$31K Hold
652
– – ﹤0.01% 2397
2023
Q2 		$34K Buy
652
+630
+2,864% +$31.5K ﹤0.01% 2281
2023
Q1 		$1K Buy
+22
New +$1.14K ﹤0.01% 3950
2022
Q4 		– Sell
-57
Closed -$3K – 4267
2022
Q3 		$3K Buy
+57
New +$3.14K ﹤0.01% 3373
2022
Q1 		– Sell
-283
Closed -$19K – 3883
2021
Q4 		$19K Buy
+283
New +$18K ﹤0.01% 2030
2019
Q1 		– Sell
-89
Closed -$4K – 3286
2018
Q4 		$4K Buy
+89
New +$4.21K ﹤0.01% 1614

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

Carson Wealth (CWM LLC)'s USRT Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its iShares Core US REIT ETF (USRT) stake by 24% in Q1 2026, buying an estimated $9.61K and bringing the position to 814 shares worth $48.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3845.

Carson Wealth (CWM LLC) first reported a position in USRT in Q4 2018 and has held it in 15 quarters since. The position peaked at $97K in Q1 2025. 400 funds tracked by Wall St. Rank hold USRT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 814 shares of iShares Core US REIT ETF worth $48.2K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 160 iShares Core US REIT ETF shares in Q1 2026, an estimated $9.61K.
  • iShares Core US REIT ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3845 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares Core US REIT ETF in Q4 2018 and has held it in 15 quarters since.
  • Carson Wealth (CWM LLC)'s iShares Core US REIT ETF position peaked at $97K in Q1 2025.
  • 400 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.