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 Q3	$551K	Sell	8,948 -312	-3%	-$20.7K	0.16%	125
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

TCOT

Trust Company of Tennessee Knoxville, Tennessee $565M AUM 11.71% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

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 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

Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

MWP

Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return

Cornerstone Management Duluth, Georgia $673M AUM 7.67% 1-Year Est. Return

HF Advisory Group's USRT Position: Q3 2026 in Review

HF Advisory Group reduced its iShares Core US REIT ETF (USRT) stake by 3.4% in Q3 2026, selling an estimated $20.7K and leaving 8,948 shares worth $551K. The position accounts for 0.16% of the portfolio, ranked #125.

HF Advisory Group first reported a position in USRT in Q4 2022 and has held it in 16 quarters since. The position peaked at $615K in Q2 2026. 95 funds tracked by Wall St. Rank hold USRT as of Q3 2026.

HF Advisory Group held 8,948 shares of iShares Core US REIT ETF worth $551K as of Q3 2026.
HF Advisory Group sold 312 iShares Core US REIT ETF shares in Q3 2026, an estimated $20.7K.
iShares Core US REIT ETF made up 0.16% of HF Advisory Group's portfolio in Q3 2026, its #125 holding.
HF Advisory Group first reported a position in iShares Core US REIT ETF in Q4 2022 and has held it in 16 quarters since.
HF Advisory Group's iShares Core US REIT ETF position peaked at $615K in Q2 2026.
95 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2026.

Based on HF Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.