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

EverSource Wealth 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 Q3	$12.1M	Buy	197,075 +196,705	+53,164%	+$13M	0.39%	56
2026 Q2	$24.6K	Buy	370 +15	+4%	+$966	﹤0.01%	2278
2026 Q1	$21K	Buy	355 +50	+16%	+$3K	﹤0.01%	2475
2025 Q4	$17.4K	Hold	305	–	–	﹤0.01%	2478
2025 Q3	$17.9K	Buy	+305	New	+$17.5K	﹤0.01%	2442
2024 Q1	–	Sell	-29	Closed	-$1.57K	–	2994
2023 Q4	$1.57K	Hold	29	–	–	﹤0.01%	2250
2023 Q3	$1.37K	Buy	+29	New	+$1.48K	﹤0.01%	2119
2023 Q2	–	Sell	-62	Closed	-$3.14K	–	2613
2023 Q1	$3.14K	Buy	+62	New	+$3.21K	﹤0.01%	1803

Other funds holding USRT

TCOT

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

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Blueprint Investment Partners Greensboro, North Carolina $1.24B AUM 24.95% 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

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

93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return

EverSource Wealth Advisors's USRT Position: Q3 2026 in Review

EverSource Wealth Advisors increased its iShares Core US REIT ETF (USRT) stake by 53,164% in Q3 2026, buying an estimated $13M and bringing the position to 197,075 shares worth $12.1M. The position accounts for 0.39% of the portfolio, ranked #56.

EverSource Wealth Advisors first reported a position in USRT in Q1 2023 and has held it in 8 quarters since. 238 funds tracked by Wall St. Rank hold USRT as of Q3 2026.

EverSource Wealth Advisors held 197,075 shares of iShares Core US REIT ETF worth $12.1M as of Q3 2026.
EverSource Wealth Advisors bought 196,705 iShares Core US REIT ETF shares in Q3 2026, an estimated $13M.
iShares Core US REIT ETF made up 0.39% of EverSource Wealth Advisors's portfolio in Q3 2026, its #56 holding.
EverSource Wealth Advisors first reported a position in iShares Core US REIT ETF in Q1 2023 and has held it in 8 quarters since.
238 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2026.

Based on EverSource Wealth Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.