Investors Research Corp’s iShares Core US REIT ETF USRT Stock Holding History

Investors Research Corp’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 Q3	$20.4K	Hold	331	–	–	﹤0.01%	469
2026 Q2	$22K	Hold	331	–	–	﹤0.01%	460
2026 Q1	$19.6K	Hold	331	–	–	﹤0.01%	479
2025 Q4	$18.9K	Hold	331	–	–	﹤0.01%	548
2025 Q3	$19.4K	Buy	331 +1	+0.3%	+$57	﹤0.01%	563
2025 Q2	$18.7K	Hold	330	–	–	﹤0.01%	601
2025 Q1	$19K	Hold	330	–	–	﹤0.01%	595
2024 Q4	$18.9K	Buy	330 +5	+2%	+$301	﹤0.01%	599
2024 Q3	$20K	Buy	325 +2	+0.6%	+$117	﹤0.01%	606
2024 Q2	$17.3K	Buy	323 +1	+0.3%	+$52	﹤0.01%	639
2024 Q1	$17.3K	Hold	322	–	–	﹤0.01%	642
2023 Q4	$17.5K	Buy	322 +14	+5%	+$685	﹤0.01%	661
2023 Q3	$14.5K	Buy	308 +16	+5%	+$819	﹤0.01%	701
2023 Q2	$15K	Hold	292	–	–	﹤0.01%	704
2023 Q1	$14.7K	Hold	292	–	–	﹤0.01%	718
2022 Q4	$14.4K	Hold	292	–	–	﹤0.01%	713
2022 Q3	$14K	Buy	292 +3	+1%	+$165	﹤0.01%	707
2022 Q2	$15K	Buy	289 +13	+5%	+$764	﹤0.01%	701
2022 Q1	$18K	Buy	276 +19	+7%	+$1.19K	0.01%	673
2021 Q4	$17K	Buy	257 +13	+5%	+$827	0.01%	692
2021 Q3	$14K	Sell	244 -7	-3%	-$426	﹤0.01%	737
2021 Q2	$15K	Buy	+251	New	+$14.2K	0.01%	723

Other funds holding USRT

BWM

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return

PRTG

Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return

PCS

Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

PWA

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

Investors Research Corp's USRT Position: Q3 2026 in Review

Investors Research Corp held its iShares Core US REIT ETF (USRT) position steady in Q3 2026 at 331 shares worth $20.4K. The position accounts for ﹤0.01% of the portfolio, ranked #469.

Investors Research Corp first reported a position in USRT in Q2 2021 and has held it in 22 quarters since. The position peaked at $22K in Q2 2026. 27 funds tracked by Wall St. Rank hold USRT as of Q3 2026.

Investors Research Corp held 331 shares of iShares Core US REIT ETF worth $20.4K as of Q3 2026.
Investors Research Corp left its iShares Core US REIT ETF share count unchanged in Q3 2026.
iShares Core US REIT ETF made up ﹤0.01% of Investors Research Corp's portfolio in Q3 2026, its #469 holding.
Investors Research Corp first reported a position in iShares Core US REIT ETF in Q2 2021 and has held it in 22 quarters since.
Investors Research Corp's iShares Core US REIT ETF position peaked at $22K in Q2 2026.
27 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2026.

Based on Investors Research Corp's 13F filing for Q3 2026, filed 7 Oct 2026.