IAIM
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International Assets Investment Management’s iShares Core US REIT ETF USRT Stock Holding History

International Assets Investment Management’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 		$284K Buy
4,259
+2
+0% +$129 0.02% 711
2026
Q1 		$253K Buy
4,257
+267
+7% +$16K 0.02% 704
2025
Q4 		$227K Buy
3,990
+58
+1% +$3.36K 0.02% 768
2025
Q3 		$223K Hold
3,932
– – 0.02% 715
2025
Q2 		$222K Sell
3,932
-1,346
-26% -$75.4K 0.02% 720
2025
Q1 		$304K Sell
5,278
-1,084
-17% -$62.8K 0.03% 565
2024
Q4 		$361K Buy
+6,362
New +$383K 0.03% 510
2024
Q3 		– Sell
-7,098
Closed -$380K – 2599
2024
Q2 		$380K Sell
7,098
-310
-4% -$16.1K 0.04% 460
2024
Q1 		$392K Sell
7,408
-466
-6% -$24.7K 0.04% 437
2023
Q4 		$427K Buy
+7,874
New +$385K 0.05% 390

Other funds holding USRT

AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return
FTA
Financial & Tax Architects St Louis, Missouri $474M AUM 16.26% 1-Year Est. Return
SRSA
S.R. Schill & Associates Mercer Island, Washington $166M AUM 17.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

International Assets Investment Management's USRT Position: Q2 2026 in Review

International Assets Investment Management increased its iShares Core US REIT ETF (USRT) stake by 0.05% in Q2 2026, buying an estimated $129 and bringing the position to 4,259 shares worth $284K. The position accounts for 0.02% of the portfolio, ranked #711.

International Assets Investment Management first reported a position in USRT in Q4 2023 and has held it in 10 quarters since. The position peaked at $427K in Q4 2023. 159 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • International Assets Investment Management held 4,259 shares of iShares Core US REIT ETF worth $284K as of Q2 2026.
  • International Assets Investment Management bought 2 iShares Core US REIT ETF shares in Q2 2026, an estimated $129.
  • iShares Core US REIT ETF made up 0.02% of International Assets Investment Management's portfolio in Q2 2026, its #711 holding.
  • International Assets Investment Management first reported a position in iShares Core US REIT ETF in Q4 2023 and has held it in 10 quarters since.
  • International Assets Investment Management's iShares Core US REIT ETF position peaked at $427K in Q4 2023.
  • 159 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.