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USRT icon

Continuum Advisory’s iShares Core US REIT ETF USRT Stock Holding History

Continuum Advisory’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 		$24.7K Buy
+372
New +$24K ﹤0.01% 987
2025
Q2 		– Sell
-405
Closed -$23.3K – 1515
2025
Q1 		$23.3K Sell
405
-39
-9% -$2.26K ﹤0.01% 828
2024
Q4 		$25.4K Hold
444
– – ﹤0.01% 803
2024
Q3 		$26.6K Sell
444
-2
-0.4% -$117 ﹤0.01% 788
2024
Q2 		$23.9K Hold
446
– – ﹤0.01% 764
2024
Q1 		$23.3K Buy
+446
New +$23.6K ﹤0.01% 752
2022
Q2 		– Sell
-4,024
Closed -$249K – 422
2022
Q1 		$249K Sell
4,024
-424
-10% -$26.6K 0.05% 343
2021
Q4 		$301K Sell
4,448
-319
-7% -$20.3K 0.07% 245
2021
Q3 		$280K Sell
4,767
-157
-3% -$9.55K 0.08% 233
2021
Q2 		$287K Sell
4,924
-659
-12% -$37.4K 0.09% 216
2021
Q1 		$306K Sell
5,583
-427
-7% -$21.5K 0.13% 134
2020
Q4 		$291K Sell
6,010
-421
-7% -$19.6K 0.13% 122
2020
Q3 		$289K Sell
6,431
-379
-6% -$16.9K 0.16% 119
2020
Q2 		$304K Sell
6,810
-4,035
-37% -$169K 0.19% 105
2020
Q1 		$394K Sell
10,845
-15,020
-58% -$767K 0.27% 85
2019
Q4 		$1.41M Buy
25,865
+974
+4% +$53.6K 0.82% 34
2019
Q3 		$1.37M Buy
24,891
+1,061
+4% +$57.1K 0.92% 33
2019
Q2 		$1.24M Buy
23,830
+2,150
+10% +$112K 0.85% 33
2019
Q1 		$1.12M Buy
21,680
+2,595
+14% +$129K 0.84% 37
2018
Q4 		$856K Sell
19,085
-3,517
-16% -$167K 0.63% 42
2018
Q3 		$1.08M Buy
22,602
+3,866
+21% +$193K 0.72% 37
2018
Q2 		$921K Buy
18,736
+3,825
+26% +$178K 0.67% 40
2018
Q1 		$672K Buy
+14,911
New +$683K 0.56% 46

Other funds holding USRT

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
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
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Continuum Advisory's USRT Position: Q2 2026 in Review

Continuum Advisory opened a new position in iShares Core US REIT ETF (USRT) in Q2 2026: 372 shares worth $24.7K. The stake represents ﹤0.01% of the portfolio and ranks #987 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in USRT as recently as Q1 2025.

Continuum Advisory first reported a position in USRT in Q1 2018 and has held it in 23 quarters since. The position peaked at $1.41M in Q4 2019. 442 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Continuum Advisory held 372 shares of iShares Core US REIT ETF worth $24.7K as of Q2 2026.
  • iShares Core US REIT ETF was a new Continuum Advisory position in Q2 2026.
  • iShares Core US REIT ETF made up ﹤0.01% of Continuum Advisory's portfolio in Q2 2026, its #987 holding.
  • Continuum Advisory first reported a position in iShares Core US REIT ETF in Q1 2018 and has held it in 23 quarters since.
  • Continuum Advisory's iShares Core US REIT ETF position peaked at $1.41M in Q4 2019.
  • 442 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.