HBW Advisory Services
USRT icon

HBW Advisory Services’s iShares Core US REIT ETF USRT Stock Holding History

HBW Advisory Services’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 		$1.25M Sell
20,300
-1,036
-5% -$68.6K 0.12% 171
2026
Q2 		$1.42M Buy
21,336
+1,567
+8% +$101K 0.13% 167
2026
Q1 		$1.17M Sell
19,769
-525
-3% -$31.5K 0.12% 177
2025
Q4 		$1.16M Buy
20,294
+428
+2% +$24.8K 0.13% 170
2025
Q3 		$1.17M Buy
19,866
+692
+4% +$39.7K 0.13% 160
2025
Q2 		$1.08M Buy
19,174
+164
+0.9% +$9.19K 0.13% 163
2025
Q1 		$1.1M Sell
19,010
-8
-0% -$463 0.16% 137
2024
Q4 		$1.09M Buy
19,018
+457
+2% +$27.5K 0.11% 132
2024
Q3 		$1.14M Sell
18,561
-205
-1% -$12K 0.17% 128
2024
Q2 		$1.01M Buy
18,766
+1,756
+10% +$91.1K 0.17% 137
2024
Q1 		$923K Hold
17,010
– – 0.17% 133
2023
Q4 		$923K Sell
17,010
-323
-2% -$15.8K 0.17% 133
2023
Q3 		$818K Buy
17,333
+415
+2% +$21.2K 0.17% 136
2023
Q2 		$870K Buy
16,918
+482
+3% +$24.1K 0.19% 124
2023
Q1 		$828K Buy
16,436
+176
+1% +$9.11K 0.21% 126
2022
Q4 		$804K Buy
16,260
+729
+5% +$36.1K 0.21% 120
2022
Q3 		$738K Sell
15,531
-486
-3% -$26.8K 0.21% 127
2022
Q2 		$855K Buy
16,017
+480
+3% +$28.2K 0.22% 115
2022
Q1 		$1M Sell
15,537
-284
-2% -$17.8K 0.35% 83
2021
Q4 		$1.07M Buy
15,821
+97
+0.6% +$6.17K 0.25% 100
2021
Q3 		$922K Buy
15,724
+300
+2% +$18.2K 0.24% 104
2021
Q2 		$900K Buy
15,424
+10
+0.1% +$568 0.24% 107
2021
Q1 		$808K Buy
15,414
+927
+6% +$46.6K 0.22% 109
2020
Q4 		$701K Sell
14,487
-409
-3% -$19.1K 0.21% 107
2020
Q3 		$652K Buy
14,896
+320
+2% +$14.3K 0.27% 91
2020
Q2 		$634K Sell
14,576
-4,026
-22% -$169K 0.29% 87
2020
Q1 		$768K Sell
18,602
-11,209
-38% -$572K 0.56% 58
2019
Q4 		$1.61M Buy
29,811
+7,037
+31% +$387K 0.94% 41
2019
Q3 		$1.26M Buy
+22,774
New +$1.23M 1.21% 36

Other funds holding USRT

TCOT
Trust Company of Tennessee Knoxville, Tennessee $565M AUM 11.71% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
FTA
Financial & Tax Architects St Louis, Missouri $486M AUM 10.48% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MLFP
MPS Loria Financial Planners Burr Ridge, Illinois $527M AUM 17.98% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return
MWP
Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return
Cornerstone Management
Cornerstone Management Duluth, Georgia $673M AUM 7.67% 1-Year Est. Return
Canandaigua National Bank & Trust
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

HBW Advisory Services's USRT Position: Q3 2026 in Review

HBW Advisory Services reduced its iShares Core US REIT ETF (USRT) stake by 4.9% in Q3 2026, selling an estimated $68.6K and leaving 20,300 shares worth $1.25M. The position accounts for 0.12% of the portfolio, ranked #171.

HBW Advisory Services first reported a position in USRT in Q3 2019 and has held it in 29 quarters since. The position peaked at $1.61M in Q4 2019. 90 funds tracked by Wall St. Rank hold USRT as of Q3 2026.

  • HBW Advisory Services held 20,300 shares of iShares Core US REIT ETF worth $1.25M as of Q3 2026.
  • HBW Advisory Services sold 1,036 iShares Core US REIT ETF shares in Q3 2026, an estimated $68.6K.
  • iShares Core US REIT ETF made up 0.12% of HBW Advisory Services's portfolio in Q3 2026, its #171 holding.
  • HBW Advisory Services first reported a position in iShares Core US REIT ETF in Q3 2019 and has held it in 29 quarters since.
  • HBW Advisory Services's iShares Core US REIT ETF position peaked at $1.61M in Q4 2019.
  • 90 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2026.

Based on HBW Advisory Services's 13F filing for Q3 2026, filed 15 Oct 2026.