IWP
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IAG Wealth Partners’s iShares Core US REIT ETF USRT Stock Holding History

IAG Wealth Partners’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 		$4.98K Buy
+75
New +$4.83K ﹤0.01% 422
2023
Q1 		– Sell
-1,034
Closed -$51.1K – 486
2022
Q4 		$51.1K Hold
1,034
– – 0.02% 140
2022
Q3 		$49K Sell
1,034
-530
-34% -$29.2K 0.02% 127
2022
Q2 		$84K Sell
1,564
-22,281
-93% -$1.31M 0.03% 97
2022
Q1 		$1.54M Sell
23,845
-381
-2% -$23.9K 0.49% 30
2021
Q4 		$1.64M Sell
24,226
-21
-0.1% -$1.34K 0.52% 30
2021
Q3 		$1.42M Sell
24,247
-90
-0.4% -$5.47K 0.51% 31
2021
Q2 		$1.42M Sell
24,337
-2,012
-8% -$114K 0.51% 28
2021
Q1 		$1.38M Buy
26,349
+4,138
+19% +$208K 0.53% 28
2020
Q4 		$1.08M Buy
22,211
+267
+1% +$12.4K 0.44% 29
2020
Q3 		$960K Buy
21,944
+5,452
+33% +$243K 0.44% 30
2020
Q2 		$718K Sell
16,492
-13,604
-45% -$571K 0.35% 32
2020
Q1 		$1.18M Buy
30,096
+2,229
+8% +$114K 0.79% 23
2019
Q4 		$1.52M Buy
+27,867
New +$1.53M 0.99% 15

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

IAG Wealth Partners's USRT Position: Q2 2026 in Review

IAG Wealth Partners opened a new position in iShares Core US REIT ETF (USRT) in Q2 2026: 75 shares worth $4.98K. The stake represents ﹤0.01% of the portfolio and ranks #422 among its holdings. This is a return to the name: IAG Wealth Partners previously reported a position in USRT as recently as Q4 2022.

IAG Wealth Partners first reported a position in USRT in Q4 2019 and has held it in 14 quarters since. The position peaked at $1.64M in Q4 2021. 442 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • IAG Wealth Partners held 75 shares of iShares Core US REIT ETF worth $4.98K as of Q2 2026.
  • iShares Core US REIT ETF was a new IAG Wealth Partners position in Q2 2026.
  • iShares Core US REIT ETF made up ﹤0.01% of IAG Wealth Partners's portfolio in Q2 2026, its #422 holding.
  • IAG Wealth Partners first reported a position in iShares Core US REIT ETF in Q4 2019 and has held it in 14 quarters since.
  • IAG Wealth Partners's iShares Core US REIT ETF position peaked at $1.64M in Q4 2021.
  • 442 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.