FW
USRT icon

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

Fairway Wealth’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
2025
Q2 		– Sell
-6
Closed -$346 – 220
2025
Q1 		$346 Buy
+6
New +$348 ﹤0.01% 216

Other funds holding USRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
GIM
Glenmede Investment Management Philadelphia, Pennsylvania $20.7B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCOT
Trust Company of Tennessee Knoxville, Tennessee $537M AUM 13.53% 1-Year Est. Return
JHU
Johns Hopkins University Baltimore, Maryland $1.38B AUM 9.48% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
HFS
Heritage Financial Services Westwood, Massachusetts $1.2B AUM 13.95% 1-Year Est. Return
DCM
Disciplina Capital Management Nashville, Tennessee $944M AUM 10.02% 1-Year Est. Return

Fairway Wealth's USRT Position: Q2 2025 in Review

Fairway Wealth sold out of iShares Core US REIT ETF (USRT) in Q2 2025, closing a stake of 6 shares — an estimated $346 sold.

Fairway Wealth first reported a position in USRT in Q1 2025 and held it in 1 quarter. The position peaked at $346 in Q1 2025. 366 funds tracked by Wall St. Rank hold USRT as of Q2 2025.

  • Fairway Wealth reported no remaining iShares Core US REIT ETF position as of Q2 2025 after selling out during the quarter.
  • Fairway Wealth sold 6 iShares Core US REIT ETF shares in Q2 2025, an estimated $346.
  • Fairway Wealth first reported a position in iShares Core US REIT ETF in Q1 2025 and held it in 1 quarter.
  • Fairway Wealth's iShares Core US REIT ETF position peaked at $346 in Q1 2025.
  • 366 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2025.

Based on Fairway Wealth's 13F filing for Q2 2025, filed 30 Jul 2025.