CX Institutional’s iShares Core US REIT ETF USRT Stock Holding History

CX Institutional’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	$13K	Sell	196 -3,169	-94%	-$204K	﹤0.01%	1260
2026 Q1	$199K	Buy	3,365 +2,534	+305%	+$152K	0.01%	720
2025 Q4	$47K	Buy	831 +223	+37%	+$12.9K	﹤0.01%	982
2025 Q3	$36K	Buy	608 +272	+81%	+$15.6K	﹤0.01%	997
2025 Q2	$19K	Sell	336 -115	-25%	-$6.45K	﹤0.01%	969
2025 Q1	$26K	Buy	+451	New	+$26.1K	﹤0.01%	927
2018 Q4	–	Sell	-512	Closed	-$25K	–	562
2018 Q3	$25K	Buy	+512	New	+$25.5K	0.01%	221

Other funds holding USRT

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return