Evergreen Advisors
USRT icon

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

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Glenmede Trust
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Northwestern Mutual Wealth Management
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LPL Financial
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TCOT
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Savant Capital
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Cerity Partners
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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.