IIC
USRT icon

Integrated Investment Consultants’s iShares Core US REIT ETF USRT Stock Holding History

Integrated Investment Consultants’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 		$1.06M Hold
15,969
– – 0.21% 76
2026
Q1 		$945K Hold
15,969
– – 0.2% 81
2025
Q4 		$910K Hold
15,969
– – 0.18% 89
2025
Q3 		$938K Hold
15,969
– – 0.16% 90
2025
Q2 		$903K Hold
15,969
– – 0.18% 90
2025
Q1 		$920K Hold
15,969
– – 0.18% 89
2024
Q4 		$915K Hold
15,969
– – 0.19% 96
2024
Q3 		$983K Sell
15,969
-428
-3% -$25K 0.21% 70
2024
Q2 		$882K Hold
16,397
– – 0.24% 65
2024
Q1 		$882K Hold
16,397
– – 0.24% 65
2023
Q4 		$890K Buy
16,397
+428
+3% +$20.9K 0.28% 58
2023
Q3 		$753K Sell
15,969
-428
-3% -$21.9K 0.27% 62
2023
Q2 		$843K Hold
16,397
– – 0.27% 57
2023
Q1 		$826K Hold
16,397
– – 0.26% 55
2022
Q4 		$811K Hold
16,397
– – 0.27% 55
2022
Q3 		$779K Buy
+16,397
New +$903K 0.31% 48

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

Integrated Investment Consultants's USRT Position: Q2 2026 in Review

Integrated Investment Consultants held its iShares Core US REIT ETF (USRT) position steady in Q2 2026 at 15,969 shares worth $1.06M. The position accounts for 0.21% of the portfolio, ranked #76.

Integrated Investment Consultants first reported a position in USRT in Q3 2022 and has held it in 16 quarters since. 440 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Integrated Investment Consultants held 15,969 shares of iShares Core US REIT ETF worth $1.06M as of Q2 2026.
  • Integrated Investment Consultants left its iShares Core US REIT ETF share count unchanged in Q2 2026.
  • iShares Core US REIT ETF made up 0.21% of Integrated Investment Consultants's portfolio in Q2 2026, its #76 holding.
  • Integrated Investment Consultants first reported a position in iShares Core US REIT ETF in Q3 2022 and has held it in 16 quarters since.
  • 440 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Integrated Investment Consultants's 13F filing for Q2 2026, filed 17 Aug 2026.