Cascade Wealth Advisors’s iShares Core US REIT ETF USRT Stock Holding History

Cascade Wealth Advisors’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	$1.79M	Buy	26,577 +2,690	+11%	+$173K	0.72%	28
2026 Q1	$1.56M	Buy	23,887 +987	+4%	+$59.3K	0.68%	27
2025 Q4	$1.32M	Buy	22,900 +4,690	+26%	+$272K	0.61%	28
2025 Q3	$1.06M	Buy	18,210 +7,911	+77%	+$454K	0.52%	27
2025 Q2	$576K	Sell	10,299 -11,957	-54%	-$670K	0.33%	34
2025 Q1	$1.21M	Sell	22,256 -20,711	-48%	-$1.2M	0.83%	23
2024 Q4	$2.46M	Buy	42,967 +4,295	+11%	+$258K	1.67%	19
2024 Q3	$2.38M	Buy	38,672 +461	+1%	+$26.9K	1.7%	19
2024 Q2	$2.13M	Buy	38,211 +5,847	+18%	+$303K	1.57%	20
2024 Q1	$1.66M	Buy	+32,364	New	+$1.71M	1.41%	24

Other funds holding USRT

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Cascade Wealth Advisors's USRT Position: Q2 2026 in Review

Cascade Wealth Advisors increased its iShares Core US REIT ETF (USRT) stake by 11% in Q2 2026, buying an estimated $173K and bringing the position to 26,577 shares worth $1.79M. The position accounts for 0.72% of the portfolio, ranked #28.

Cascade Wealth Advisors first reported a position in USRT in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.46M in Q4 2024. 442 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

Cascade Wealth Advisors held 26,577 shares of iShares Core US REIT ETF worth $1.79M as of Q2 2026.
Cascade Wealth Advisors bought 2,690 iShares Core US REIT ETF shares in Q2 2026, an estimated $173K.
iShares Core US REIT ETF made up 0.72% of Cascade Wealth Advisors's portfolio in Q2 2026, its #28 holding.
Cascade Wealth Advisors first reported a position in iShares Core US REIT ETF in Q1 2024 and has held it in 10 quarters since.
Cascade Wealth Advisors's iShares Core US REIT ETF position peaked at $2.46M in Q4 2024.
442 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Cascade Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.