HF Advisory Group’s iShares Core US REIT ETF USRT Stock Holding History

HF Advisory Group’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	$615K	Buy	9,260 +479	+5%	+$30.9K	0.19%	124
2026 Q1	$520K	Sell	8,781 -840	-9%	-$50.5K	0.18%	126
2025 Q4	$548K	Buy	9,621 +378	+4%	+$21.9K	0.19%	125
2025 Q3	$543K	Buy	9,243 +268	+3%	+$15.4K	0.2%	129
2025 Q2	$508K	Buy	8,975 +112	+1%	+$6.28K	0.2%	125
2025 Q1	$511K	Sell	8,863 -291	-3%	-$16.9K	0.22%	124
2024 Q4	$525K	Sell	9,154 -316	-3%	-$19K	0.24%	120
2024 Q3	$583K	Sell	9,470 -249	-3%	-$14.5K	0.27%	121
2024 Q2	$521K	Buy	9,719 +548	+6%	+$28.4K	0.27%	122
2024 Q1	$493K	Buy	9,171 +466	+5%	+$24.7K	0.28%	112
2023 Q4	$473K	Buy	8,705 +366	+4%	+$17.9K	0.3%	106
2023 Q3	$393K	Sell	8,339 -316	-4%	-$16.2K	0.29%	110
2023 Q2	$445K	Buy	8,655 +222	+3%	+$11.1K	0.35%	95
2023 Q1	$425K	Buy	8,433 +255	+3%	+$13.2K	0.38%	85
2022 Q4	$404K	Buy	+8,178	New	+$405K	0.41%	83

Other funds holding USRT

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

SRSA

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

MWP

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

HF Advisory Group's USRT Position: Q2 2026 in Review

HF Advisory Group increased its iShares Core US REIT ETF (USRT) stake by 5.5% in Q2 2026, buying an estimated $30.9K and bringing the position to 9,260 shares worth $615K. The position accounts for 0.19% of the portfolio, ranked #124.

HF Advisory Group first reported a position in USRT in Q4 2022 and has held it in 15 quarters since. 69 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

HF Advisory Group held 9,260 shares of iShares Core US REIT ETF worth $615K as of Q2 2026.
HF Advisory Group bought 479 iShares Core US REIT ETF shares in Q2 2026, an estimated $30.9K.
iShares Core US REIT ETF made up 0.19% of HF Advisory Group's portfolio in Q2 2026, its #124 holding.
HF Advisory Group first reported a position in iShares Core US REIT ETF in Q4 2022 and has held it in 15 quarters since.
69 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on HF Advisory Group's 13F filing for Q2 2026, filed 9 Jul 2026.