Mission Wealth Management
USRT icon

Mission Wealth Management’s iShares Core US REIT ETF USRT Stock Holding History

Mission Wealth Management’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
Q3 		$31M Sell
503,656
-126,797
-20% -$8.4M 0.49% 34
2026
Q2 		$41.9M Buy
630,453
+104,384
+20% +$6.72M 0.51% 30
2026
Q1 		$31.1M Sell
526,069
-1,653
-0.3% -$99.3K 0.64% 29
2025
Q4 		$30.1M Buy
527,722
+3,030
+0.6% +$175K 0.6% 29
2025
Q3 		$30.8M Buy
524,692
+12,263
+2% +$704K 0.61% 28
2025
Q2 		$29M Sell
512,429
-4,468
-0.9% -$250K 0.62% 28
2025
Q1 		$29.8M Buy
516,897
+10,953
+2% +$634K 0.73% 22
2024
Q4 		$29M Buy
505,944
+3,580
+0.7% +$215K 0.68% 25
2024
Q3 		$30.9M Sell
502,364
-2,172
-0.4% -$127K 0.75% 24
2024
Q2 		$27M Sell
504,536
-17,902
-3% -$929K 0.72% 24
2024
Q1 		$28.1M Buy
522,438
+62,145
+14% +$3.29M 0.74% 24
2023
Q4 		$25M Buy
460,293
+61,603
+15% +$3.01M 0.81% 22
2023
Q3 		$18.8M Buy
398,690
+30,870
+8% +$1.58M 0.7% 24
2023
Q2 		$18.9M Buy
367,820
+25,092
+7% +$1.26M 0.71% 24
2023
Q1 		$17.3M Buy
342,728
+37,724
+12% +$1.95M 0.72% 24
2022
Q4 		$15.1M Sell
305,004
-27,277
-8% -$1.35M 0.72% 23
2022
Q3 		$15.8M Sell
332,281
-3,488
-1% -$192K 0.84% 21
2022
Q2 		$17.9M Sell
335,769
-15,588
-4% -$917K 0.94% 20
2022
Q1 		$22.7M Sell
351,357
-5,240
-1% -$329K 1.05% 20
2021
Q4 		$24.1M Buy
356,597
+17,764
+5% +$1.13M 1.08% 20
2021
Q3 		$19.9M Buy
338,833
+19,954
+6% +$1.21M 1.01% 19
2021
Q2 		$18.6M Buy
318,879
+32,690
+11% +$1.86M 0.99% 20
2021
Q1 		$15M Buy
286,189
+54,791
+24% +$2.76M 0.87% 22
2020
Q4 		$11.2M Buy
231,398
+45,604
+25% +$2.13M 0.7% 27
2020
Q3 		$8.13M Buy
185,794
+59,072
+47% +$2.64M 0.61% 31
2020
Q2 		$5.51M Buy
126,722
+78,343
+162% +$3.29M 0.48% 37
2020
Q1 		$1.9M Buy
48,379
+37,115
+330% +$1.9M 0.21% 65
2019
Q4 		$615K Buy
+11,264
New +$620K 0.06% 162

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Apollon Wealth Management
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Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Rodgers & Associates
Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
Financial & Tax Architects
Financial & Tax Architects St Louis, Missouri $486M AUM 10.48% 1-Year Est. Return
93 Financial Group
93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return
S.R. Schill & Associates
S.R. Schill & Associates Mercer Island, Washington $159M AUM 9.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MPS Loria Financial Planners
MPS Loria Financial Planners Burr Ridge, Illinois $527M AUM 17.98% 1-Year Est. Return

Mission Wealth Management's USRT Position: Q3 2026 in Review

Mission Wealth Management reduced its iShares Core US REIT ETF (USRT) stake by 20% in Q3 2026, selling an estimated $8.4M and leaving 503,656 shares worth $31M. The position accounts for 0.49% of the portfolio, ranked #34.

Mission Wealth Management first reported a position in USRT in Q4 2019 and has held it in 28 quarters since. The position peaked at $41.9M in Q2 2026. 140 funds tracked by Wall St. Rank hold USRT as of Q3 2026.

  • Mission Wealth Management held 503,656 shares of iShares Core US REIT ETF worth $31M as of Q3 2026.
  • Mission Wealth Management sold 126,797 iShares Core US REIT ETF shares in Q3 2026, an estimated $8.4M.
  • iShares Core US REIT ETF made up 0.49% of Mission Wealth Management's portfolio in Q3 2026, its #34 holding.
  • Mission Wealth Management first reported a position in iShares Core US REIT ETF in Q4 2019 and has held it in 28 quarters since.
  • Mission Wealth Management's iShares Core US REIT ETF position peaked at $41.9M in Q2 2026.
  • 140 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2026.

Based on Mission Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.