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Legacy Wealth Management (Idaho)’s iShares Core US REIT ETF USRT Stock Holding History

Legacy Wealth Management (Idaho)’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
Q4 		– Sell
-7
Closed -$406 – 968
2025
Q3 		$406 Hold
7
– – ﹤0.01% 697
2025
Q2 		$388 Buy
+7
New +$392 ﹤0.01% 675

Other funds holding USRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
TCOT
Trust Company of Tennessee Knoxville, Tennessee $572M AUM 19.47% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 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 $968M AUM 12.13% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s USRT Position: Q4 2025 in Review

Legacy Wealth Management (Idaho) sold out of iShares Core US REIT ETF (USRT) in Q4 2025, closing a stake of 7 shares — an estimated $406 sold.

Legacy Wealth Management (Idaho) first reported a position in USRT in Q2 2025 and held it in 2 quarters. The position peaked at $406 in Q3 2025. 393 funds tracked by Wall St. Rank hold USRT as of Q4 2025.

  • Legacy Wealth Management (Idaho) reported no remaining iShares Core US REIT ETF position as of Q4 2025 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 7 iShares Core US REIT ETF shares in Q4 2025, an estimated $406.
  • Legacy Wealth Management (Idaho) first reported a position in iShares Core US REIT ETF in Q2 2025 and held it in 2 quarters.
  • Legacy Wealth Management (Idaho)'s iShares Core US REIT ETF position peaked at $406 in Q3 2025.
  • 393 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q4 2025.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q4 2025, filed 3 Feb 2026.