Commonwealth Equity Services’s iShares Core US REIT ETF USRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $7.36M | Buy |
110,801
+877
| +0.8% | +$56.5K | 0.01% | 1131 |
|
|
2026
Q1 | $6.51M | Buy |
109,924
+3,137
| +3% | +$188K | 0.01% | 1164 |
|
|
2025
Q4 | $6.08M | Buy |
106,787
+2,853
| +3% | +$165K | 0.01% | 1178 |
|
|
2025
Q3 | $6.1M | Sell |
103,934
-2,127
| -2% | -$122K | 0.01% | 1202 |
|
|
2025
Q2 | $6M | Sell |
106,061
-2,706
| -2% | -$152K | 0.01% | 1193 |
|
|
2025
Q1 | $6.26M | Buy |
108,767
+2,006
| +2% | +$116K | 0.01% | 1136 |
|
|
2024
Q4 | $6.12M | Sell |
106,761
-6,195
| -5% | -$373K | 0.01% | 1117 |
|
|
2024
Q3 | $6.96M | Sell |
112,956
-178
| -0.2% | -$10.4K | 0.01% | 1019 |
|
|
2024
Q2 | $6.06M | Sell |
113,134
-7,856
| -6% | -$408K | 0.01% | 1077 |
|
|
2024
Q1 | $6.51M | Buy |
120,990
+5,774
| +5% | +$306K | 0.01% | 1006 |
|
|
2023
Q4 | $6.25M | Buy |
115,216
+4,342
| +4% | +$212K | 0.01% | 977 |
|
|
2023
Q3 | $5.23M | Buy |
110,874
+7,793
| +8% | +$399K | 0.01% | 1012 |
|
|
2023
Q2 | $5.3M | Buy |
103,081
+5,400
| +6% | +$270K | 0.01% | 1005 |
|
|
2023
Q1 | $4.92M | Buy |
97,681
+1,540
| +2% | +$79.7K | 0.01% | 1011 |
|
|
2022
Q4 | $4.75M | Buy |
96,141
+6,746
| +8% | +$334K | 0.01% | 989 |
|
|
2022
Q3 | $4.25M | Buy |
89,395
+3,597
| +4% | +$198K | 0.01% | 976 |
|
|
2022
Q2 | $4.58M | Sell |
85,798
-4,051
| -5% | -$238K | 0.01% | 946 |
|
|
2022
Q1 | $5.81M | Buy |
89,849
+6,404
| +8% | +$402K | 0.01% | 871 |
|
|
2021
Q4 | $5.64M | Sell |
83,445
-2,131
| -2% | -$136K | 0.01% | 872 |
|
|
2021
Q3 | $5.02M | Sell |
85,576
-2,894
| -3% | -$176K | 0.01% | 869 |
|
|
2021
Q2 | $5.16M | Buy |
88,470
+17,518
| +25% | +$994K | 0.01% | 839 |
|
|
2021
Q1 | $3.72M | Sell |
70,952
-556
| -0.8% | -$28K | 0.01% | 932 |
|
|
2020
Q4 | $3.46M | Sell |
71,508
-2,958
| -4% | -$138K | 0.01% | 911 |
|
|
2020
Q3 | $3.26M | Sell |
74,466
-4,961
| -6% | -$221K | 0.01% | 838 |
|
|
2020
Q2 | $3.45M | Buy |
79,427
+3,759
| +5% | +$158K | 0.01% | 752 |
|
|
2020
Q1 | $2.96M | Buy |
75,668
+4,086
| +6% | +$209K | 0.01% | 723 |
|
|
2019
Q4 | $3.91M | Buy |
71,582
+21,090
| +42% | +$1.16M | 0.01% | 704 |
|
|
2019
Q3 | $2.8M | Sell |
50,492
-1,787
| -3% | -$96.1K | 0.01% | 798 |
|
|
2019
Q2 | $2.72M | Sell |
52,279
-7,644
| -13% | -$398K | 0.01% | 816 |
|
|
2019
Q1 | $3.1M | Sell |
59,923
-1,820
| -3% | -$90.2K | 0.01% | 726 |
|
|
2018
Q4 | $2.77M | Buy |
61,743
+397
| +0.6% | +$18.8K | 0.01% | 690 |
|
|
2018
Q3 | $2.97M | Sell |
61,346
-2,326
| -4% | -$116K | 0.01% | 748 |
|
|
2018
Q2 | $3.13M | Sell |
63,672
-2,846
| -4% | -$133K | 0.02% | 691 |
|
|
2018
Q1 | $3M | Buy |
66,518
+7,564
| +13% | +$346K | 0.02% | 667 |
|
|
2017
Q4 | $2.92M | Buy |
58,954
+5,454
| +10% | +$271K | 0.02% | 663 |
|
|
2017
Q3 | $2.63M | Buy |
53,500
+9,021
| +20% | +$446K | 0.02% | 666 |
|
|
2017
Q2 | $2.19M | Buy |
44,479
+7,597
| +21% | +$375K | 0.01% | 742 |
|
|
2017
Q1 | $1.8M | Buy |
36,882
+25,909
| +236% | +$1.27M | 0.01% | 790 |
|
|
2016
Q4 | $535K | Buy |
+10,973
| New | +$524K | ﹤0.01% | 1370 |
|
|
2014
Q2 | – | Sell |
-9,937
| Closed | -$408K | – | 2102 |
|
|
2014
Q1 | $408K | Buy |
9,937
+1,481
| +18% | +$59.3K | 0.01% | 1298 |
|
|
2013
Q4 | $321K | Buy |
8,456
+470
| +6% | +$18.4K | ﹤0.01% | 1400 |
|
|
2013
Q3 | $311K | Buy |
7,986
+1,145
| +17% | +$45.7K | 0.01% | 1345 |
|
|
2013
Q2 | $278K | Buy |
+6,841
| New | +$296K | ﹤0.01% | 1349 |
|
Other funds holding USRT
GT
TCOT
SC
Commonwealth Equity Services's USRT Position: Q2 2026 in Review
Commonwealth Equity Services increased its iShares Core US REIT ETF (USRT) stake by 0.8% in Q2 2026, buying an estimated $56.5K and bringing the position to 110,801 shares worth $7.36M. The position accounts for 0.01% of the portfolio, ranked #1131.
Commonwealth Equity Services first reported a position in USRT in Q2 2013 and has held it in 43 quarters since. 440 funds tracked by Wall St. Rank hold USRT as of Q2 2026.
- Commonwealth Equity Services held 110,801 shares of iShares Core US REIT ETF worth $7.36M as of Q2 2026.
- Commonwealth Equity Services bought 877 iShares Core US REIT ETF shares in Q2 2026, an estimated $56.5K.
- iShares Core US REIT ETF made up 0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1131 holding.
- Commonwealth Equity Services first reported a position in iShares Core US REIT ETF in Q2 2013 and has held it in 43 quarters since.
- 440 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.
Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.