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 Q3	$244K	Buy	3,963 +88	+2%	+$5.83K	0.1%	151
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%	-$1.8K	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

TCOT

Trust Company of Tennessee Knoxville, Tennessee $565M AUM 11.71% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

Financial & Tax Architects St Louis, Missouri $486M AUM 10.48% 1-Year Est. Return

93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return

S.R. Schill & Associates Mercer Island, Washington $159M AUM 9.72% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IVC Wealth Advisors's USRT Position: Q3 2026 in Review

IVC Wealth Advisors increased its iShares Core US REIT ETF (USRT) stake by 2.3% in Q3 2026, buying an estimated $5.83K and bringing the position to 3,963 shares worth $244K. The position accounts for 0.1% of the portfolio, ranked #151.

IVC Wealth Advisors first reported a position in USRT in Q2 2024 and has held it in 10 quarters since. The position peaked at $269K in Q4 2024. 137 funds tracked by Wall St. Rank hold USRT as of Q3 2026.

IVC Wealth Advisors held 3,963 shares of iShares Core US REIT ETF worth $244K as of Q3 2026.
IVC Wealth Advisors bought 88 iShares Core US REIT ETF shares in Q3 2026, an estimated $5.83K.
iShares Core US REIT ETF made up 0.1% of IVC Wealth Advisors's portfolio in Q3 2026, its #151 holding.
IVC Wealth Advisors first reported a position in iShares Core US REIT ETF in Q2 2024 and has held it in 10 quarters since.
IVC Wealth Advisors's iShares Core US REIT ETF position peaked at $269K in Q4 2024.
137 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2026.

Based on IVC Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.