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Insight Advisors’s iShares Core US REIT ETF USRT Stock Holding History

Insight Advisors’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 		$735K Buy
11,060
+10
+0.1% +$644 0.13% 99
2026
Q1 		$654K Buy
11,050
+184
+2% +$11.1K 0.12% 112
2025
Q4 		$619K Buy
10,866
+204
+2% +$11.8K 0.09% 136
2025
Q3 		$626K Sell
10,662
-10
-0.1% -$574 0.1% 135
2025
Q2 		$604K Sell
10,672
-423
-4% -$23.7K 0.1% 136
2025
Q1 		$639K Sell
11,095
-341
-3% -$19.8K 0.11% 116
2024
Q4 		$648K Sell
11,436
-278
-2% -$16.7K 0.11% 120
2024
Q3 		$721K Buy
11,714
+195
+2% +$11.4K 0.12% 118
2024
Q2 		$617K Buy
11,519
+361
+3% +$18.7K 0.11% 127
2024
Q1 		$600K Sell
11,158
-55
-0.5% -$2.91K 0.12% 136
2023
Q4 		$609K Buy
11,213
+482
+4% +$23.6K 0.13% 119
2023
Q3 		$506K Buy
10,731
+78
+0.7% +$3.99K 0.12% 135
2023
Q2 		$548K Buy
10,653
+103
+1% +$5.16K 0.12% 127
2023
Q1 		$532K Buy
10,550
+623
+6% +$32.3K 0.12% 130
2022
Q4 		$490K Buy
9,927
+352
+4% +$17.4K 0.17% 162
2022
Q3 		$455K Sell
9,575
-58
-0.6% -$3.19K 0.18% 149
2022
Q2 		$548K Sell
9,633
-1,247
-11% -$73.3K 0.19% 136
2022
Q1 		$703K Sell
10,880
-1,267
-10% -$79.6K 0.21% 127
2021
Q4 		$821K Sell
12,147
-17
-0.1% -$1.08K 0.24% 103
2021
Q3 		$775K Sell
12,164
-160
-1% -$9.73K 0.23% 115
2021
Q2 		$750K Sell
12,324
-745
-6% -$42.3K 0.24% 112
2021
Q1 		$739K Buy
13,069
+847
+7% +$42.6K 0.23% 114
2020
Q4 		$592K Buy
+12,222
New +$570K 0.22% 115

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

Insight Advisors's USRT Position: Q2 2026 in Review

Insight Advisors increased its iShares Core US REIT ETF (USRT) stake by 0.09% in Q2 2026, buying an estimated $644 and bringing the position to 11,060 shares worth $735K. The position accounts for 0.13% of the portfolio, ranked #99.

Insight Advisors first reported a position in USRT in Q4 2020 and has held it in 23 quarters since. The position peaked at $821K in Q4 2021. 442 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Insight Advisors held 11,060 shares of iShares Core US REIT ETF worth $735K as of Q2 2026.
  • Insight Advisors bought 10 iShares Core US REIT ETF shares in Q2 2026, an estimated $644.
  • iShares Core US REIT ETF made up 0.13% of Insight Advisors's portfolio in Q2 2026, its #99 holding.
  • Insight Advisors first reported a position in iShares Core US REIT ETF in Q4 2020 and has held it in 23 quarters since.
  • Insight Advisors's iShares Core US REIT ETF position peaked at $821K in Q4 2021.
  • 442 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Insight Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.