Jackson Grant Investment Advisers’s iShares Core US REIT ETF USRT Stock Holding History

Jackson Grant Investment Advisers’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	$267K	Buy	4,018 +3	+0.1%	+$193	0.08%	101
2026 Q1	$238K	Buy	4,015 +3	+0.1%	+$180	0.08%	104
2025 Q4	$229K	Buy	4,012 +9	+0.2%	+$521	0.08%	105
2025 Q3	$235K	Buy	4,003 +5	+0.1%	+$287	0.08%	103
2025 Q2	$226K	Buy	3,998 +5	+0.1%	+$280	0.08%	99
2025 Q1	$230K	Buy	3,993 +3	+0.1%	+$174	0.09%	95
2024 Q4	$229K	Buy	3,990 +7	+0.2%	+$421	0.09%	92
2024 Q3	$245K	Buy	3,983 +6	+0.2%	+$350	0.09%	93
2024 Q2	$213K	Buy	3,977 +4	+0.1%	+$208	0.09%	101
2024 Q1	$214K	Buy	3,973 +4	+0.1%	+$212	0.09%	102
2023 Q4	$215K	Buy	3,969 +7	+0.2%	+$342	0.1%	97
2023 Q3	$187K	Sell	3,962 -280	-7%	-$14.3K	0.09%	99
2023 Q2	$218K	Buy	4,242 +5	+0.1%	+$250	0.1%	96
2023 Q1	$214K	Buy	4,237 +6	+0.1%	+$311	0.1%	97
2022 Q4	$209K	Buy	4,231 +11	+0.3%	+$545	0.1%	94
2022 Q3	$200K	Buy	4,220 +12	+0.3%	+$661	0.1%	93
2022 Q2	$225K	Buy	4,208 +5	+0.1%	+$294	0.11%	90
2022 Q1	$272K	Buy	4,203 +1	+0%	+$63	0.11%	91
2021 Q4	$284K	Buy	4,202 +3	+0.1%	+$191	0.14%	74
2021 Q3	$246K	Buy	4,199 +1	+0%	+$61	0.11%	93
2021 Q2	$245K	Buy	4,198 +2	+0%	+$114	0.11%	91
2021 Q1	$220K	Buy	4,196 +1	+0%	+$50	0.1%	96
2020 Q4	$203K	Buy	4,195 +2	+0%	+$93	0.1%	89
2020 Q3	$183K	Buy	4,193 +24	+0.6%	+$1.07K	0.11%	81
2020 Q2	$181K	Buy	4,169 +51	+1%	+$2.14K	0.12%	81
2020 Q1	$161K	Buy	4,118 +27	+0.7%	+$1.38K	0.12%	79
2019 Q4	$223K	Buy	4,091 +667	+19%	+$36.7K	0.12%	85
2019 Q3	$190K	Buy	3,424 +2,232	+187%	+$120K	0.11%	91
2019 Q2	$62K	Buy	+1,192	New	+$62.1K	0.04%	139

Other funds holding USRT

TCOT

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

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

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

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

9FG

93 Financial Group Woburn, Massachusetts $253M AUM

FTA

Financial & Tax Architects St Louis, Missouri $474M AUM 16.26% 1-Year Est. Return

SRSA

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

Jackson Grant Investment Advisers's USRT Position: Q2 2026 in Review

Jackson Grant Investment Advisers increased its iShares Core US REIT ETF (USRT) stake by 0.07% in Q2 2026, buying an estimated $193 and bringing the position to 4,018 shares worth $267K. The position accounts for 0.08% of the portfolio, ranked #101.

Jackson Grant Investment Advisers first reported a position in USRT in Q2 2019 and has held it in 29 quarters since. The position peaked at $284K in Q4 2021. 193 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

Jackson Grant Investment Advisers held 4,018 shares of iShares Core US REIT ETF worth $267K as of Q2 2026.
Jackson Grant Investment Advisers bought 3 iShares Core US REIT ETF shares in Q2 2026, an estimated $193.
iShares Core US REIT ETF made up 0.08% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #101 holding.
Jackson Grant Investment Advisers first reported a position in iShares Core US REIT ETF in Q2 2019 and has held it in 29 quarters since.
Jackson Grant Investment Advisers's iShares Core US REIT ETF position peaked at $284K in Q4 2021.
193 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.