MWM
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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
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

Other funds holding USRT

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TCOT
Trust Company of Tennessee Knoxville, Tennessee $572M AUM 19.47% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Mission Wealth Management's USRT Position: Q2 2026 in Review

Mission Wealth Management increased its iShares Core US REIT ETF (USRT) stake by 20% in Q2 2026, buying an estimated $6.72M and bringing the position to 630,453 shares worth $41.9M. The position accounts for 0.51% of the portfolio, ranked #30.

Mission Wealth Management first reported a position in USRT in Q4 2019 and has held it in 27 quarters since. 442 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Mission Wealth Management held 630,453 shares of iShares Core US REIT ETF worth $41.9M as of Q2 2026.
  • Mission Wealth Management bought 104,384 iShares Core US REIT ETF shares in Q2 2026, an estimated $6.72M.
  • iShares Core US REIT ETF made up 0.51% of Mission Wealth Management's portfolio in Q2 2026, its #30 holding.
  • Mission Wealth Management first reported a position in iShares Core US REIT ETF in Q4 2019 and has held it in 27 quarters since.
  • 442 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.