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

Investment Planning 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
2025
Q4 		– Sell
-3,462
Closed -$203K – 99
2025
Q3 		$203K Buy
+3,462
New +$199K 0.06% 86

Other funds holding USRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
TCOT
Trust Company of Tennessee Knoxville, Tennessee $572M AUM 19.47% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
HFS
Heritage Financial Services Westwood, Massachusetts $1.2B AUM 13.95% 1-Year Est. Return

Investment Planning Advisors's USRT Position: Q4 2025 in Review

Investment Planning Advisors sold out of iShares Core US REIT ETF (USRT) in Q4 2025, closing a stake of 3,462 shares — an estimated $203K sold.

Investment Planning Advisors first reported a position in USRT in Q3 2025 and held it in 1 quarter. The position peaked at $203K in Q3 2025. 391 funds tracked by Wall St. Rank hold USRT as of Q4 2025.

  • Investment Planning Advisors reported no remaining iShares Core US REIT ETF position as of Q4 2025 after selling out during the quarter.
  • Investment Planning Advisors sold 3,462 iShares Core US REIT ETF shares in Q4 2025, an estimated $203K.
  • Investment Planning Advisors first reported a position in iShares Core US REIT ETF in Q3 2025 and held it in 1 quarter.
  • Investment Planning Advisors's iShares Core US REIT ETF position peaked at $203K in Q3 2025.
  • 391 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q4 2025.

Based on Investment Planning Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.