MMA
USRT icon

Miracle Mile Advisors’s iShares Core US REIT ETF USRT Stock Holding History

Miracle Mile 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
Q1 		$437K Sell
7,385
-1,641
-18% -$98.6K 0.01% 613
2025
Q4 		$514K Sell
9,026
-41
-0.5% -$2.37K 0.01% 557
2025
Q3 		$532K Sell
9,067
-1,470
-14% -$84.4K 0.01% 538
2025
Q2 		$596K Sell
10,537
-3,954
-27% -$222K 0.01% 452
2025
Q1 		$835K Buy
14,491
+965
+7% +$55.9K 0.02% 355
2024
Q4 		$775K Sell
13,526
-13,536
-50% -$814K 0.02% 372
2024
Q3 		$1.67M Buy
27,062
+1,755
+7% +$102K 0.04% 211
2024
Q2 		$1.36M Buy
+25,307
New +$1.31M 0.03% 221
2023
Q2 		– Sell
-4,483
Closed -$226K – 533
2023
Q1 		$226K Buy
+4,483
New +$232K 0.01% 463

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GT
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RIM
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TCOT
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SC
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
DCM
Disciplina Capital Management Nashville, Tennessee $944M AUM 10.02% 1-Year Est. Return