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Evergreen Advisors’s iShares Core US REIT ETF USRT Stock Holding History

Evergreen Advisors’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 		– Sell
-100
Closed -$5.94K – 153
2026
Q1 		$5.94K Buy
+100
New +$6.01K ﹤0.01% 130

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

Evergreen Advisors's USRT Position: Q2 2026 in Review

Evergreen Advisors sold out of iShares Core US REIT ETF (USRT) in Q2 2026, closing a stake of 100 shares — an estimated $5.94K sold.

Evergreen Advisors first reported a position in USRT in Q1 2026 and held it in 1 quarter. The position peaked at $5.94K in Q1 2026. 442 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Evergreen Advisors reported no remaining iShares Core US REIT ETF position as of Q2 2026 after selling out during the quarter.
  • Evergreen Advisors sold 100 iShares Core US REIT ETF shares in Q2 2026, an estimated $5.94K.
  • Evergreen Advisors first reported a position in iShares Core US REIT ETF in Q1 2026 and held it in 1 quarter.
  • Evergreen Advisors's iShares Core US REIT ETF position peaked at $5.94K in Q1 2026.
  • 442 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Evergreen Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.