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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
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

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

HBW Advisory Services's USRT Position: Q2 2026 in Review

HBW Advisory Services increased its iShares Core US REIT ETF (USRT) stake by 7.9% in Q2 2026, buying an estimated $101K and bringing the position to 21,336 shares worth $1.42M. The position accounts for 0.13% of the portfolio, ranked #167.

HBW Advisory Services first reported a position in USRT in Q3 2019 and has held it in 28 quarters since. The position peaked at $1.61M in Q4 2019. 440 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • HBW Advisory Services held 21,336 shares of iShares Core US REIT ETF worth $1.42M as of Q2 2026.
  • HBW Advisory Services bought 1,567 iShares Core US REIT ETF shares in Q2 2026, an estimated $101K.
  • iShares Core US REIT ETF made up 0.13% of HBW Advisory Services's portfolio in Q2 2026, its #167 holding.
  • HBW Advisory Services first reported a position in iShares Core US REIT ETF in Q3 2019 and has held it in 28 quarters since.
  • HBW Advisory Services's iShares Core US REIT ETF position peaked at $1.61M in Q4 2019.
  • 440 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.