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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

TCOT

Trust Company of Tennessee Knoxville, Tennessee $572M AUM 19.47% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

IVC Wealth Advisors's USRT Position: Q2 2026 in Review

IVC Wealth Advisors reduced its iShares Core US REIT ETF (USRT) stake by 2.4% in Q2 2026, selling an estimated $6.18K and leaving 3,875 shares worth $257K. 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 9 quarters since. The position peaked at $269K in Q4 2024. 442 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

IVC Wealth Advisors held 3,875 shares of iShares Core US REIT ETF worth $257K as of Q2 2026.
IVC Wealth Advisors sold 96 iShares Core US REIT ETF shares in Q2 2026, an estimated $6.18K.
iShares Core US REIT ETF made up 0.1% of IVC Wealth Advisors's portfolio in Q2 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 9 quarters since.
IVC Wealth Advisors's iShares Core US REIT ETF position peaked at $269K in Q4 2024.
442 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.