Envision Financial’s iShares Core US REIT ETF USRT Stock Holding History

Envision Financial’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	$5.43M	Buy	88,141 +11,159	+14%	+$739K	2.41%	13
2026 Q2	$5.12M	Buy	76,982 +5,649	+8%	+$364K	2.36%	13
2026 Q1	$4.22M	Buy	71,333 +2,006	+3%	+$121K	2.27%	13
2025 Q4	$3.95M	Buy	69,327 +6,025	+10%	+$349K	2.09%	13
2025 Q3	$3.72M	Buy	63,302 +12,987	+26%	+$746K	2.13%	14
2025 Q2	$2.85M	Buy	50,315 +1,047	+2%	+$58.7K	1.9%	17
2025 Q1	$2.84M	Buy	49,268 +24,452	+99%	+$1.42M	2.14%	17
2024 Q4	$1.42M	Buy	+24,816	New	+$1.49M	1.14%	24

Other funds holding USRT

TCOT

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

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 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

FTA

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

SRSA

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MLFP

MPS Loria Financial Planners Burr Ridge, Illinois $527M AUM 17.98% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

Envision Financial's USRT Position: Q3 2026 in Review

Envision Financial increased its iShares Core US REIT ETF (USRT) stake by 14% in Q3 2026, buying an estimated $739K and bringing the position to 88,141 shares worth $5.43M. The position accounts for 2.41% of the portfolio, ranked #13.

Envision Financial first reported a position in USRT in Q4 2024 and has held it in 8 quarters since. 109 funds tracked by Wall St. Rank hold USRT as of Q3 2026.

Envision Financial held 88,141 shares of iShares Core US REIT ETF worth $5.43M as of Q3 2026.
Envision Financial bought 11,159 iShares Core US REIT ETF shares in Q3 2026, an estimated $739K.
iShares Core US REIT ETF made up 2.41% of Envision Financial's portfolio in Q3 2026, its #13 holding.
Envision Financial first reported a position in iShares Core US REIT ETF in Q4 2024 and has held it in 8 quarters since.
109 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2026.

Based on Envision Financial's 13F filing for Q3 2026, filed 15 Oct 2026.