IVC Wealth Advisors’s iShares Core US REIT ETF USRT Stock Holding History

IVC Wealth 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
2026 Q2	$257K	Sell	3,875 -96	-2%	-$6.18K	0.1%	151
2026 Q1	$235K	Sell	3,971 -42	-1%	-$2.52K	0.1%	157
2025 Q4	$229K	Buy	4,013 +484	+14%	+$28K	0.1%	162
2025 Q3	$207K	Sell	3,529 -45	-1%	-$2.58K	0.09%	180
2025 Q2	$202K	Sell	3,574 -1,091	-23%	-$61.2K	0.1%	169
2025 Q1	$269K	Sell	4,665 -31	-0.7%	-$1.79K	0.14%	129
2024 Q4	$269K	Buy	4,696 +970	+26%	+$58.4K	0.15%	129
2024 Q3	$229K	Sell	3,726 -160	-4%	-$9.34K	0.13%	147
2024 Q2	$208K	Buy	+3,886	New	+$202K	0.12%	158

Other funds holding USRT

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return

SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

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

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

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Prosperity Planning Kansas City, Missouri $436M AUM 15.43% 1-Year Est. Return