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 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

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

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

SRSA

S.R. Schill & Associates Mercer Island, Washington $166M AUM 17.84% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

MWP

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Investors Research Corp's USRT Position: Q2 2026 in Review

Investors Research Corp held its iShares Core US REIT ETF (USRT) position steady in Q2 2026 at 331 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #460.

Investors Research Corp first reported a position in USRT in Q2 2021 and has held it in 21 quarters since. 94 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

Investors Research Corp held 331 shares of iShares Core US REIT ETF worth $22K as of Q2 2026.
Investors Research Corp left its iShares Core US REIT ETF share count unchanged in Q2 2026.
iShares Core US REIT ETF made up ﹤0.01% of Investors Research Corp's portfolio in Q2 2026, its #460 holding.
Investors Research Corp first reported a position in iShares Core US REIT ETF in Q2 2021 and has held it in 21 quarters since.
94 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.