Forvis Mazars Wealth Advisors
USRT icon

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
Q3 		$349K Sell
5,661
-45
-0.8% -$2.98K 0.01% 348
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

TCOT
Trust Company of Tennessee Knoxville, Tennessee $565M AUM 11.71% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Rodgers & Associates
Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
Financial & Tax Architects
Financial & Tax Architects St Louis, Missouri $486M AUM 10.48% 1-Year Est. Return
93 Financial Group
93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return
S.R. Schill & Associates
S.R. Schill & Associates Mercer Island, Washington $159M AUM 9.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Forvis Mazars Wealth Advisors's USRT Position: Q3 2026 in Review

Forvis Mazars Wealth Advisors reduced its iShares Core US REIT ETF (USRT) stake by 0.79% in Q3 2026, selling an estimated $2.98K and leaving 5,661 shares worth $349K. The position accounts for 0.01% of the portfolio, ranked #348.

Forvis Mazars Wealth Advisors first reported a position in USRT in Q3 2021 and has held it in 21 quarters since. The position peaked at $15.1M in Q2 2023. 137 funds tracked by Wall St. Rank hold USRT as of Q3 2026.

  • Forvis Mazars Wealth Advisors held 5,661 shares of iShares Core US REIT ETF worth $349K as of Q3 2026.
  • Forvis Mazars Wealth Advisors sold 45 iShares Core US REIT ETF shares in Q3 2026, an estimated $2.98K.
  • iShares Core US REIT ETF made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q3 2026, its #348 holding.
  • Forvis Mazars Wealth Advisors first reported a position in iShares Core US REIT ETF in Q3 2021 and has held it in 21 quarters since.
  • Forvis Mazars Wealth Advisors's iShares Core US REIT ETF position peaked at $15.1M in Q2 2023.
  • 137 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.