IF
USRT icon

Integrity Financial’s iShares Core US REIT ETF USRT Stock Holding History

Integrity Financial’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
2025
Q1 		– Sell
-347
Closed -$19.9K – 290
2024
Q4 		$19.9K Buy
+347
New +$20.9K 0.01% 197
2023
Q4 		– Sell
-40
Closed -$1.89K – 229
2023
Q3 		$1.89K Hold
40
– – ﹤0.01% 215
2023
Q2 		$2.06K Hold
40
– – ﹤0.01% 196
2023
Q1 		$2.02K Hold
40
– – ﹤0.01% 197
2022
Q4 		$1.98K Hold
40
– – ﹤0.01% 195
2022
Q3 		$2K Hold
40
– – ﹤0.01% 191
2022
Q2 		$2K Hold
40
– – ﹤0.01% 200
2022
Q1 		$3K Hold
40
– – ﹤0.01% 199
2021
Q4 		$3K Buy
+40
New +$2.54K ﹤0.01% 202

Other funds holding USRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
TCOT
Trust Company of Tennessee Knoxville, Tennessee $537M AUM 13.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JHU
Johns Hopkins University Baltimore, Maryland $1.38B AUM 9.48% 1-Year Est. Return
HFS
Heritage Financial Services Westwood, Massachusetts $1.2B AUM 13.95% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Integrity Financial's USRT Position: Q1 2025 in Review

Integrity Financial sold out of iShares Core US REIT ETF (USRT) in Q1 2025, closing a stake of 347 shares — an estimated $19.9K sold.

Integrity Financial first reported a position in USRT in Q4 2021 and held it in 9 quarters. The position peaked at $19.9K in Q4 2024. 375 funds tracked by Wall St. Rank hold USRT as of Q1 2025.

  • Integrity Financial reported no remaining iShares Core US REIT ETF position as of Q1 2025 after selling out during the quarter.
  • Integrity Financial sold 347 iShares Core US REIT ETF shares in Q1 2025, an estimated $19.9K.
  • Integrity Financial first reported a position in iShares Core US REIT ETF in Q4 2021 and held it in 9 quarters.
  • Integrity Financial's iShares Core US REIT ETF position peaked at $19.9K in Q4 2024.
  • 375 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2025.

Based on Integrity Financial's 13F filing for Q1 2025, filed 12 May 2025.