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

Forvis Mazars 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 		$379K Sell
5,706
-237
-4% -$15.3K 0.01% 344
2026
Q1 		$352K Sell
5,943
-651
-10% -$39.1K 0.01% 330
2025
Q4 		$376K Sell
6,594
-199
-3% -$11.5K 0.01% 322
2025
Q3 		$399K Sell
6,793
-273
-4% -$15.7K 0.01% 321
2025
Q2 		$400K Sell
7,066
-3,260
-32% -$183K 0.01% 323
2025
Q1 		$595K Sell
10,326
-8,660
-46% -$502K 0.01% 259
2024
Q4 		$1.09M Sell
18,986
-23,350
-55% -$1.4M 0.03% 212
2024
Q3 		$2.61M Sell
42,336
-129,350
-75% -$7.55M 0.06% 149
2024
Q2 		$9.2M Sell
171,686
-99,136
-37% -$5.14M 0.23% 61
2024
Q1 		$14.6M Sell
270,822
-829
-0.3% -$43.9K 0.37% 44
2023
Q4 		$14.7M Sell
271,651
-13,337
-5% -$652K 0.41% 41
2023
Q3 		$13.4M Sell
284,988
-7,822
-3% -$400K 0.41% 42
2023
Q2 		$15.1M Buy
292,810
+5,664
+2% +$283K 0.44% 40
2023
Q1 		$14.5M Buy
287,146
+41,909
+17% +$2.17M 0.47% 38
2022
Q4 		$12.1M Buy
245,237
+78,164
+47% +$3.87M 0.42% 45
2022
Q3 		$7.94M Buy
167,073
+13,222
+9% +$728K 0.32% 52
2022
Q2 		$8.22M Buy
153,851
+64,967
+73% +$3.82M 0.33% 48
2022
Q1 		$5.75M Buy
88,884
+84,447
+1,903% +$5.3M 0.24% 49
2021
Q4 		$300K Buy
4,437
+195
+5% +$12.4K 0.01% 230
2021
Q3 		$249K Buy
+4,242
New +$258K 0.01% 242

Other funds holding USRT

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
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
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Forvis Mazars Wealth Advisors's USRT Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors reduced its iShares Core US REIT ETF (USRT) stake by 4% in Q2 2026, selling an estimated $15.3K and leaving 5,706 shares worth $379K. The position accounts for 0.01% of the portfolio, ranked #344.

Forvis Mazars Wealth Advisors first reported a position in USRT in Q3 2021 and has held it in 20 quarters since. The position peaked at $15.1M in Q2 2023. 442 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Forvis Mazars Wealth Advisors held 5,706 shares of iShares Core US REIT ETF worth $379K as of Q2 2026.
  • Forvis Mazars Wealth Advisors sold 237 iShares Core US REIT ETF shares in Q2 2026, an estimated $15.3K.
  • iShares Core US REIT ETF made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #344 holding.
  • Forvis Mazars Wealth Advisors first reported a position in iShares Core US REIT ETF in Q3 2021 and has held it in 20 quarters since.
  • Forvis Mazars Wealth Advisors's iShares Core US REIT ETF position peaked at $15.1M in Q2 2023.
  • 442 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.