IAG Wealth Partners
USRT icon

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
Q3 		– Sell
-75
Closed -$4.98K – 551
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

BlackRock
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US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
TCOT
Trust Company of Tennessee Knoxville, Tennessee $565M AUM 11.71% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return
Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Disciplina Capital Management
Disciplina Capital Management Nashville, Tennessee $1.03B AUM 5.68% 1-Year Est. Return

IAG Wealth Partners's USRT Position: Q3 2026 in Review

IAG Wealth Partners sold out of iShares Core US REIT ETF (USRT) in Q3 2026, closing a stake of 75 shares — an estimated $4.98K sold.

IAG Wealth Partners first reported a position in USRT in Q4 2019 and held it in 14 quarters. The position peaked at $1.64M in Q4 2021. 416 funds tracked by Wall St. Rank hold USRT as of Q3 2026.

  • IAG Wealth Partners reported no remaining iShares Core US REIT ETF position as of Q3 2026 after selling out during the quarter.
  • IAG Wealth Partners sold 75 iShares Core US REIT ETF shares in Q3 2026, an estimated $4.98K.
  • IAG Wealth Partners first reported a position in iShares Core US REIT ETF in Q4 2019 and held it in 14 quarters.
  • IAG Wealth Partners's iShares Core US REIT ETF position peaked at $1.64M in Q4 2021.
  • 416 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2026.

Based on IAG Wealth Partners's 13F filing for Q3 2026, filed 6 Nov 2026.