Iron Horse Wealth Management’s iShares Core US REIT ETF USRT Stock Holding History

Iron Horse Wealth 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
2025 Q2	$8.94K	Sell	158 -8	-5%	-$448	﹤0.01%	304
2025 Q1	$9.56K	Sell	166 -12	-7%	-$695	﹤0.01%	280
2024 Q4	$10.2K	Sell	178 -11	-6%	-$662	﹤0.01%	237
2024 Q3	$11.6K	Hold	189	–	–	﹤0.01%	224
2024 Q2	$10.1K	Hold	189	–	–	﹤0.01%	215
2024 Q1	$10.2K	Sell	189 -11	-6%	-$583	﹤0.01%	194
2023 Q4	$10.9K	Hold	200	–	–	﹤0.01%	180
2023 Q3	$9.44K	Sell	200 -2	-1%	-$102	﹤0.01%	192
2023 Q2	$10.4K	Sell	202 -1,146	-85%	-$57.4K	0.01%	149
2023 Q1	$67.9K	Sell	1,348 -14	-1%	-$725	0.03%	67
2022 Q4	$67K	Buy	1,362 +1,235	+972%	+$61.2K	0.04%	66
2022 Q3	$6K	Sell	127 -1,823	-93%	-$100K	0.01%	100
2022 Q2	$104K	Sell	1,950 -23	-1%	-$1.35K	0.06%	51
2022 Q1	$128K	Sell	1,973 -19	-1%	-$1.19K	0.07%	49
2021 Q4	$135K	Sell	1,992 -10	-0.5%	-$636	0.08%	47
2021 Q3	$117K	Sell	2,002 -153	-7%	-$9.3K	0.07%	49
2021 Q2	$126K	Sell	2,155 -61	-3%	-$3.46K	0.08%	48
2021 Q1	$116K	Sell	2,216 -631	-22%	-$31.7K	0.09%	50
2020 Q4	$138K	Buy	+2,847	New	+$133K	0.11%	46

Other funds holding USRT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

GIM

Glenmede Investment Management Philadelphia, Pennsylvania $20.7B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TCOT

Trust Company of Tennessee Knoxville, Tennessee $537M AUM 13.53% 1-Year Est. Return

JHU

Johns Hopkins University Baltimore, Maryland $1.38B AUM 9.48% 1-Year Est. Return

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

DCM

Disciplina Capital Management Nashville, Tennessee $944M AUM 10.02% 1-Year Est. Return

Iron Horse Wealth Management's USRT Position: Q2 2025 in Review

Iron Horse Wealth Management reduced its iShares Core US REIT ETF (USRT) stake by 4.8% in Q2 2025, selling an estimated $448 and leaving 158 shares worth $8.94K. The position accounts for ﹤0.01% of the portfolio, ranked #304.

Iron Horse Wealth Management first reported a position in USRT in Q4 2020 and has held it in 19 quarters since. The position peaked at $138K in Q4 2020. 366 funds tracked by Wall St. Rank hold USRT as of Q2 2025.

Iron Horse Wealth Management held 158 shares of iShares Core US REIT ETF worth $8.94K as of Q2 2025.
Iron Horse Wealth Management sold 8 iShares Core US REIT ETF shares in Q2 2025, an estimated $448.
iShares Core US REIT ETF made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #304 holding.
Iron Horse Wealth Management first reported a position in iShares Core US REIT ETF in Q4 2020 and has held it in 19 quarters since.
Iron Horse Wealth Management's iShares Core US REIT ETF position peaked at $138K in Q4 2020.
366 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.