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Fi3 Financial Advisors’s iShares Core US REIT ETF USRT Stock Holding History

Fi3 Financial 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
Q1 		$775K Sell
13,096
-27,721
-68% -$1.67M 0.22% 45
2025
Q4 		$2.32M Buy
40,817
+35,539
+673% +$2.06M 0.71% 22
2025
Q3 		$310K Sell
5,278
-765
-13% -$43.9K 0.1% 94
2025
Q2 		$342K Sell
6,043
-4,858
-45% -$272K 0.12% 83
2025
Q1 		$628K Sell
10,901
-4,365
-29% -$253K 0.25% 41
2024
Q4 		$875K Buy
15,266
+44
+0.3% +$2.65K 0.33% 34
2024
Q3 		$937K Sell
15,222
-1,251
-8% -$73K 0.37% 30
2024
Q2 		$882K Sell
16,473
-1,441
-8% -$74.8K 0.39% 26
2024
Q1 		$915K Sell
17,914
-9,778
-35% -$518K 0.42% 26
2023
Q4 		$1.5M Sell
27,692
-2,945
-10% -$144K 0.72% 18
2023
Q3 		$1.45M Sell
30,637
-7,025
-19% -$359K 0.78% 18
2023
Q2 		$1.94M Sell
37,662
-18,360
-33% -$919K 1.01% 15
2023
Q1 		$2.82M Buy
56,022
+1,443
+3% +$74.7K 1.51% 14
2022
Q4 		$2.7M Buy
54,579
+36,781
+207% +$1.82M 1.54% 14
2022
Q3 		$845K Sell
17,798
-10,130
-36% -$558K 0.77% 20
2022
Q2 		$1.49M Buy
27,928
+2,386
+9% +$140K 1.23% 16
2022
Q1 		$1.65M Sell
25,542
-121,823
-83% -$7.65M 1.28% 14
2021
Q4 		$9.96M Buy
147,365
+18,675
+15% +$1.19M 6.52% 6
2021
Q3 		$7.55M Sell
128,690
-2,941
-2% -$179K 5.01% 7
2021
Q2 		$8.03M Buy
131,631
+27,150
+26% +$1.54M 5.5% 7
2021
Q1 		$5.47M Buy
+104,481
New +$5.26M 4.71% 8

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
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
TCOT
Trust Company of Tennessee Knoxville, Tennessee $572M AUM 19.47% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
DCM
Disciplina Capital Management Nashville, Tennessee $944M AUM 10.02% 1-Year Est. Return

Fi3 Financial Advisors's USRT Position: Q1 2026 in Review

Fi3 Financial Advisors reduced its iShares Core US REIT ETF (USRT) stake by 68% in Q1 2026, selling an estimated $1.67M and leaving 13,096 shares worth $775K. The position accounts for 0.22% of the portfolio, ranked #45.

Fi3 Financial Advisors first reported a position in USRT in Q1 2021 and has held it in 21 quarters since. The position peaked at $9.96M in Q4 2021. 401 funds tracked by Wall St. Rank hold USRT as of Q1 2026.

  • Fi3 Financial Advisors held 13,096 shares of iShares Core US REIT ETF worth $775K as of Q1 2026.
  • Fi3 Financial Advisors sold 27,721 iShares Core US REIT ETF shares in Q1 2026, an estimated $1.67M.
  • iShares Core US REIT ETF made up 0.22% of Fi3 Financial Advisors's portfolio in Q1 2026, its #45 holding.
  • Fi3 Financial Advisors first reported a position in iShares Core US REIT ETF in Q1 2021 and has held it in 21 quarters since.
  • Fi3 Financial Advisors's iShares Core US REIT ETF position peaked at $9.96M in Q4 2021.
  • 401 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2026.

Based on Fi3 Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.