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MJT & Associates Financial Advisory’s iShares Core US REIT ETF USRT Stock Holding History

MJT & Associates Financial Advisory’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 		$2.96K Hold
48
– – ﹤0.01% 328
2026
Q2 		$3.19K Hold
48
– – ﹤0.01% 340
2026
Q1 		$2.84K Sell
48
-892
-95% -$53.6K ﹤0.01% 343
2025
Q4 		$53.5K Sell
940
-102
-10% -$5.91K 0.04% 79
2025
Q3 		$61.2K Hold
1,042
– – 0.05% 76
2025
Q2 		$58.9K Hold
1,042
– – 0.07% 91
2025
Q1 		$60K Buy
+1,042
New +$60.4K 0.06% 98

Other funds holding USRT

BWM
Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
PRTG
Post Resch Tallon Group Pittsford, New York $146M AUM 18.19% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

MJT & Associates Financial Advisory's USRT Position: Q3 2026 in Review

MJT & Associates Financial Advisory held its iShares Core US REIT ETF (USRT) position steady in Q3 2026 at 48 shares worth $2.96K. The position accounts for ﹤0.01% of the portfolio, ranked #328.

MJT & Associates Financial Advisory first reported a position in USRT in Q1 2025 and has held it in 7 quarters since. The position peaked at $61.2K in Q3 2025. 27 funds tracked by Wall St. Rank hold USRT as of Q3 2026.

  • MJT & Associates Financial Advisory held 48 shares of iShares Core US REIT ETF worth $2.96K as of Q3 2026.
  • MJT & Associates Financial Advisory left its iShares Core US REIT ETF share count unchanged in Q3 2026.
  • iShares Core US REIT ETF made up ﹤0.01% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #328 holding.
  • MJT & Associates Financial Advisory first reported a position in iShares Core US REIT ETF in Q1 2025 and has held it in 7 quarters since.
  • MJT & Associates Financial Advisory's iShares Core US REIT ETF position peaked at $61.2K in Q3 2025.
  • 27 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.