Mid-American Wealth Advisory Group’s iShares Core US REIT ETF USRT Stock Holding History

Mid-American Wealth Advisory Group’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 Q3	–	Sell	-105	Closed	-$5.94K	–	310
2025 Q2	$5.94K	Buy	+105	New	+$5.89K	﹤0.01%	216
2024 Q1	–	Sell	-4,850	Closed	-$263K	–	55
2023 Q4	$263K	Sell	4,850 -678	-12%	-$33.2K	0.2%	38
2023 Q3	$259K	Sell	5,528 -59,640	-92%	-$3.05M	0.21%	36
2023 Q2	$3.44M	Buy	+65,168	New	+$3.26M	2.68%	14
2022 Q1	$2.21M	Buy	+34,215	New	+$2.15M	1.73%	20

Other funds holding USRT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

GIM

Glenmede Investment Management Philadelphia, Pennsylvania $20.7B AUM

TCOT

Trust Company of Tennessee Knoxville, Tennessee $537M AUM 13.53% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

JHU

Johns Hopkins University Baltimore, Maryland $1.38B AUM 9.48% 1-Year Est. Return

HFS

Heritage Financial Services Westwood, Massachusetts $1.2B AUM 13.95% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Mid-American Wealth Advisory Group's USRT Position: Q3 2025 in Review

Mid-American Wealth Advisory Group sold out of iShares Core US REIT ETF (USRT) in Q3 2025, closing a stake of 105 shares — an estimated $5.94K sold.

Mid-American Wealth Advisory Group first reported a position in USRT in Q1 2022 and held it in 5 quarters. The position peaked at $3.44M in Q2 2023. 359 funds tracked by Wall St. Rank hold USRT as of Q3 2025.

Mid-American Wealth Advisory Group reported no remaining iShares Core US REIT ETF position as of Q3 2025 after selling out during the quarter.
Mid-American Wealth Advisory Group sold 105 iShares Core US REIT ETF shares in Q3 2025, an estimated $5.94K.
Mid-American Wealth Advisory Group first reported a position in iShares Core US REIT ETF in Q1 2022 and held it in 5 quarters.
Mid-American Wealth Advisory Group's iShares Core US REIT ETF position peaked at $3.44M in Q2 2023.
359 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2025.

Based on Mid-American Wealth Advisory Group's 13F filing for Q3 2025, filed 20 Oct 2025.