Golden State Wealth Management’s iShares Core US REIT ETF USRT Stock Holding History

Golden State Wealth Management’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	$6.53K	Buy	98 +1	+1%	+$64	﹤0.01%	1207
2026 Q1	$5.78K	Hold	97	–	–	﹤0.01%	1188
2025 Q4	$5.54K	Buy	97 +1	+1%	+$58	﹤0.01%	1224
2025 Q3	$5.65K	Buy	96 +1	+1%	+$57	﹤0.01%	1236
2025 Q2	$5.4K	Buy	95 +1	+1%	+$56	﹤0.01%	1215
2025 Q1	$5.46K	Hold	94	–	–	﹤0.01%	1154
2024 Q4	$5.41K	Buy	+94	New	+$5.66K	﹤0.01%	1106
2020 Q2	–	Sell	-89	Closed	-$4K	–	901
2020 Q1	$4K	Buy	+89	New	+$4.54K	﹤0.01%	791
2019 Q4	–	Sell	-88	Closed	-$5K	–	891
2019 Q3	$5K	Buy	88 +2	+2%	+$108	﹤0.01%	870
2019 Q2	$4K	Hold	86	–	–	﹤0.01%	917
2019 Q1	$4K	Buy	+86	New	+$4.26K	﹤0.01%	959

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

Golden State Wealth Management's USRT Position: Q2 2026 in Review

Golden State Wealth Management increased its iShares Core US REIT ETF (USRT) stake by 1% in Q2 2026, buying an estimated $64 and bringing the position to 98 shares worth $6.53K. The position accounts for ﹤0.01% of the portfolio, ranked #1207.

Golden State Wealth Management first reported a position in USRT in Q1 2019 and has held it in 11 quarters since. 442 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

Golden State Wealth Management held 98 shares of iShares Core US REIT ETF worth $6.53K as of Q2 2026.
Golden State Wealth Management bought 1 iShares Core US REIT ETF share in Q2 2026, an estimated $64.
iShares Core US REIT ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1207 holding.
Golden State Wealth Management first reported a position in iShares Core US REIT ETF in Q1 2019 and has held it in 11 quarters since.
442 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.