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 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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

EverSource Wealth Advisors's USRT Position: Q2 2026 in Review

EverSource Wealth Advisors increased its iShares Core US REIT ETF (USRT) stake by 4.2% in Q2 2026, buying an estimated $966 and bringing the position to 370 shares worth $24.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2278.

EverSource Wealth Advisors first reported a position in USRT in Q1 2023 and has held it in 7 quarters since. 442 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

EverSource Wealth Advisors held 370 shares of iShares Core US REIT ETF worth $24.6K as of Q2 2026.
EverSource Wealth Advisors bought 15 iShares Core US REIT ETF shares in Q2 2026, an estimated $966.
iShares Core US REIT ETF made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2278 holding.
EverSource Wealth Advisors first reported a position in iShares Core US REIT ETF in Q1 2023 and has held it in 7 quarters since.
442 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.