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Integrated Wealth Concepts’s iShares Core US REIT ETF USRT Stock Holding History

Integrated Wealth Concepts’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 		$1.24M Buy
18,593
+13,402
+258% +$863K 0.01% 1079
2026
Q1 		$307K Buy
5,191
+918
+21% +$55.2K ﹤0.01% 1849
2025
Q4 		$243K Buy
4,273
+3
+0.1% +$174 ﹤0.01% 1422
2025
Q3 		$251K Sell
4,270
-232
-5% -$13.3K ﹤0.01% 1738
2025
Q2 		$255K Sell
4,502
-14,237
-76% -$798K ﹤0.01% 1637
2025
Q1 		$1.08M Sell
18,739
-4,584
-20% -$265K 0.01% 798
2024
Q4 		$1.34M Buy
23,323
+3,221
+16% +$194K 0.02% 701
2024
Q3 		$1.24M Buy
20,102
+484
+2% +$28.3K 0.02% 720
2024
Q2 		$1.05M Buy
19,618
+8,878
+83% +$461K 0.01% 739
2024
Q1 		$578K Buy
10,740
+344
+3% +$18.2K 0.01% 986
2023
Q4 		$564K Buy
10,396
+186
+2% +$9.1K 0.01% 946
2023
Q3 		$482K Buy
10,210
+3,249
+47% +$166K 0.01% 995
2023
Q2 		$358K Buy
+6,961
New +$348K 0.01% 1145

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 Wealth Concepts's USRT Position: Q2 2026 in Review

Integrated Wealth Concepts increased its iShares Core US REIT ETF (USRT) stake by 258% in Q2 2026, buying an estimated $863K and bringing the position to 18,593 shares worth $1.24M. The position accounts for 0.01% of the portfolio, ranked #1079.

Integrated Wealth Concepts first reported a position in USRT in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.34M in Q4 2024. 442 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Integrated Wealth Concepts held 18,593 shares of iShares Core US REIT ETF worth $1.24M as of Q2 2026.
  • Integrated Wealth Concepts bought 13,402 iShares Core US REIT ETF shares in Q2 2026, an estimated $863K.
  • iShares Core US REIT ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1079 holding.
  • Integrated Wealth Concepts first reported a position in iShares Core US REIT ETF in Q2 2023 and has held it in 13 quarters since.
  • Integrated Wealth Concepts's iShares Core US REIT ETF position peaked at $1.34M in Q4 2024.
  • 442 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.