Cherry Tree Wealth Management’s iShares Core US REIT ETF USRT Stock Holding History

Cherry Tree Wealth Management’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 Q3	$5.91K	Buy	+96	New	+$6.36K	﹤0.01%	478

Other funds holding USRT

TCOT

Trust Company of Tennessee Knoxville, Tennessee $565M AUM 11.71% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Blueprint Investment Partners Greensboro, North Carolina $1.24B AUM 24.95% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Financial & Tax Architects St Louis, Missouri $486M AUM 10.48% 1-Year Est. Return

93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return

S.R. Schill & Associates Mercer Island, Washington $159M AUM 9.72% 1-Year Est. Return

Cherry Tree Wealth Management's USRT Position: Q3 2026 in Review

Cherry Tree Wealth Management opened a new position in iShares Core US REIT ETF (USRT) in Q3 2026: 96 shares worth $5.91K. The stake represents ﹤0.01% of the portfolio and ranks #478 among its holdings.

170 funds tracked by Wall St. Rank hold USRT as of Q3 2026.

Cherry Tree Wealth Management held 96 shares of iShares Core US REIT ETF worth $5.91K as of Q3 2026.
iShares Core US REIT ETF was a new Cherry Tree Wealth Management position in Q3 2026.
iShares Core US REIT ETF made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #478 holding.
170 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.