ME
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McIlrath & Eck’s iShares Core US REIT ETF USRT Stock Holding History

McIlrath & Eck’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
Q2 		– Sell
-93
Closed -$5.36K – 971
2025
Q1 		$5.36K Hold
93
– – ﹤0.01% 710
2024
Q4 		$5.31K Buy
93
+1
+1% +$60 ﹤0.01% 743
2024
Q3 		$5.65K Buy
92
+1
+1% +$58 ﹤0.01% 726
2024
Q2 		$4.87K Buy
91
+1
+1% +$52 ﹤0.01% 718
2024
Q1 		$4.87K Hold
90
– – ﹤0.01% 727
2023
Q4 		$4.89K Hold
90
– – ﹤0.01% 676
2023
Q3 		$4.25K Hold
90
– – ﹤0.01% 686
2023
Q2 		$4.63K Hold
90
– – ﹤0.01% 685
2023
Q1 		$4.54K Hold
90
– – ﹤0.01% 683
2022
Q4 		$4.45K Hold
90
– – ﹤0.01% 658
2022
Q3 		$4K Buy
+90
New +$4.95K ﹤0.01% 690

Other funds holding USRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
GIM
Glenmede Investment Management Philadelphia, Pennsylvania $20.7B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCOT
Trust Company of Tennessee Knoxville, Tennessee $537M AUM 13.53% 1-Year Est. Return
JHU
Johns Hopkins University Baltimore, Maryland $1.38B AUM 9.48% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 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 $944M AUM 10.02% 1-Year Est. Return

McIlrath & Eck's USRT Position: Q2 2025 in Review

McIlrath & Eck sold out of iShares Core US REIT ETF (USRT) in Q2 2025, closing a stake of 93 shares — an estimated $5.36K sold.

McIlrath & Eck first reported a position in USRT in Q3 2022 and held it in 11 quarters. The position peaked at $5.65K in Q3 2024. 366 funds tracked by Wall St. Rank hold USRT as of Q2 2025.

  • McIlrath & Eck reported no remaining iShares Core US REIT ETF position as of Q2 2025 after selling out during the quarter.
  • McIlrath & Eck sold 93 iShares Core US REIT ETF shares in Q2 2025, an estimated $5.36K.
  • McIlrath & Eck first reported a position in iShares Core US REIT ETF in Q3 2022 and held it in 11 quarters.
  • McIlrath & Eck's iShares Core US REIT ETF position peaked at $5.65K in Q3 2024.
  • 366 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2025.

Based on McIlrath & Eck's 13F filing for Q2 2025, filed 14 Aug 2025.