IWN
USRT icon

Independent Wealth Network’s iShares Core US REIT ETF USRT Stock Holding History

Independent Wealth Network’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 		$873K Sell
14,182
-1,249
-8% -$82.8K 0.22% 123
2026
Q2 		$1.03M Buy
15,431
+524
+4% +$33.8K 0.26% 105
2026
Q1 		$882K Sell
14,907
-35,248
-70% -$2.12M 0.26% 102
2025
Q4 		$2.86M Buy
50,155
+2,284
+5% +$132K 0.87% 23
2025
Q3 		$2.81M Buy
47,871
+3,645
+8% +$209K 0.9% 23
2025
Q2 		$2.5M Buy
44,226
+818
+2% +$45.9K 0.91% 24
2025
Q1 		$2.5M Buy
43,408
+969
+2% +$56.1K 1% 22
2024
Q4 		$2.43M Buy
42,439
+705
+2% +$42.4K 0.99% 21
2024
Q3 		$2.57M Buy
41,734
+1,374
+3% +$80.2K 1.14% 18
2024
Q2 		$2.16M Sell
40,360
-1,556
-4% -$80.7K 1.01% 22
2024
Q1 		$2.26M Sell
41,916
-804
-2% -$42.6K 1.06% 19
2023
Q4 		$2.32M Buy
42,720
+2,603
+6% +$127K 1.22% 16
2023
Q3 		$1.89M Buy
40,117
+1,917
+5% +$98.1K 1.16% 18
2023
Q2 		$1.96M Buy
38,200
+2,915
+8% +$146K 1.18% 16
2023
Q1 		$1.78M Buy
35,285
+131
+0.4% +$6.78K 1.14% 18
2022
Q4 		$1.74M Buy
35,154
+1,100
+3% +$54.5K 1.19% 17
2022
Q3 		$1.62M Buy
34,054
+1,386
+4% +$76.3K 1.26% 16
2022
Q2 		$1.74M Buy
32,668
+45
+0.1% +$2.65K 1.26% 16
2022
Q1 		$2.11M Sell
32,623
-69
-0.2% -$4.33K 1.34% 16
2021
Q4 		$2.21M Buy
32,692
+691
+2% +$44K 1.36% 17
2021
Q3 		$2.06M Buy
+32,001
New +$1.95M 1.35% 15

Other funds holding USRT

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
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Rodgers & Associates
Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
Financial & Tax Architects
Financial & Tax Architects St Louis, Missouri $486M AUM 10.48% 1-Year Est. Return
93 Financial Group
93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return
S.R. Schill & Associates
S.R. Schill & Associates Mercer Island, Washington $159M AUM 9.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Independent Wealth Network's USRT Position: Q3 2026 in Review

Independent Wealth Network reduced its iShares Core US REIT ETF (USRT) stake by 8.1% in Q3 2026, selling an estimated $82.8K and leaving 14,182 shares worth $873K. The position accounts for 0.22% of the portfolio, ranked #123.

Independent Wealth Network first reported a position in USRT in Q3 2021 and has held it in 21 quarters since. The position peaked at $2.86M in Q4 2025. 137 funds tracked by Wall St. Rank hold USRT as of Q3 2026.

  • Independent Wealth Network held 14,182 shares of iShares Core US REIT ETF worth $873K as of Q3 2026.
  • Independent Wealth Network sold 1,249 iShares Core US REIT ETF shares in Q3 2026, an estimated $82.8K.
  • iShares Core US REIT ETF made up 0.22% of Independent Wealth Network's portfolio in Q3 2026, its #123 holding.
  • Independent Wealth Network first reported a position in iShares Core US REIT ETF in Q3 2021 and has held it in 21 quarters since.
  • Independent Wealth Network's iShares Core US REIT ETF position peaked at $2.86M in Q4 2025.
  • 137 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2026.

Based on Independent Wealth Network's 13F filing for Q3 2026, filed 19 Oct 2026.