Heck Capital Advisors’s iShares Core US REIT ETF USRT Stock Holding History

Heck Capital 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	$640K	Buy	9,631 +38	+0.4%	+$2.45K	0.04%	138
2026 Q1	$568K	Buy	9,593 +23	+0.2%	+$1.38K	0.04%	137
2025 Q4	$545K	Sell	9,570 -728	-7%	-$42.2K	0.04%	142
2025 Q3	$605K	Sell	10,298 -7,238	-41%	-$415K	0.05%	133
2025 Q2	$992K	Buy	+17,536	New	+$983K	0.09%	100
2024 Q3	–	Sell	-18	Closed	-$937	–	209
2024 Q2	$937	Hold	18	–	–	﹤0.01%	195
2024 Q1	$942	Hold	18	–	–	﹤0.01%	196
2023 Q4	$950	Sell	18 -42,119	-100%	-$2.06M	﹤0.01%	191
2023 Q3	$1.99M	Sell	42,137 -16,106	-28%	-$824K	0.37%	59
2023 Q2	$2.99M	Sell	58,243 -1,424	-2%	-$71.3K	0.52%	47
2023 Q1	$3.01M	Sell	59,667 -1,627	-3%	-$84.2K	0.58%	44
2022 Q4	$3.03M	Sell	61,294 -2,496	-4%	-$124K	0.59%	41
2022 Q3	$3.03M	Sell	63,790 -2,455	-4%	-$135K	0.62%	41
2022 Q2	$3.54M	Sell	66,245 -5,624	-8%	-$331K	0.71%	43
2022 Q1	$4.65M	Buy	71,869 +15,492	+27%	+$973K	0.84%	29
2021 Q4	$3.81M	Sell	56,377 -4,695	-8%	-$299K	0.69%	35
2021 Q3	$3.58M	Buy	61,072 +1,303	+2%	+$79.2K	0.71%	33
2021 Q2	$3.49M	Sell	59,769 -1,003	-2%	-$56.9K	0.69%	33
2021 Q1	$3.18M	Sell	60,772 -465	-0.8%	-$23.4K	0.7%	30
2020 Q4	$2.96M	Sell	61,237 -277	-0.5%	-$12.9K	0.72%	29
2020 Q3	$2.69M	Sell	61,514 -22,828	-27%	-$1.02M	0.75%	27
2020 Q2	$3.67M	Sell	84,342 -2,116	-2%	-$88.8K	0.77%	22
2020 Q1	$3.39M	Buy	+86,458	New	+$4.41M	0.97%	20

Other funds holding USRT

TCOT

Trust Company of Tennessee Knoxville, Tennessee $572M AUM 19.47% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

CST

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

SAS

SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

9FG

93 Financial Group Woburn, Massachusetts $253M AUM

FTA

Financial & Tax Architects St Louis, Missouri $474M AUM 16.26% 1-Year Est. Return

SRSA

S.R. Schill & Associates Mercer Island, Washington $166M AUM 17.84% 1-Year Est. Return

Heck Capital Advisors's USRT Position: Q2 2026 in Review

Heck Capital Advisors increased its iShares Core US REIT ETF (USRT) stake by 0.4% in Q2 2026, buying an estimated $2.45K and bringing the position to 9,631 shares worth $640K. The position accounts for 0.04% of the portfolio, ranked #138.

Heck Capital Advisors first reported a position in USRT in Q1 2020 and has held it in 23 quarters since. The position peaked at $4.65M in Q1 2022. 194 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

Heck Capital Advisors held 9,631 shares of iShares Core US REIT ETF worth $640K as of Q2 2026.
Heck Capital Advisors bought 38 iShares Core US REIT ETF shares in Q2 2026, an estimated $2.45K.
iShares Core US REIT ETF made up 0.04% of Heck Capital Advisors's portfolio in Q2 2026, its #138 holding.
Heck Capital Advisors first reported a position in iShares Core US REIT ETF in Q1 2020 and has held it in 23 quarters since.
Heck Capital Advisors's iShares Core US REIT ETF position peaked at $4.65M in Q1 2022.
194 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Heck Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.