MWM
USRT icon

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

Modern 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
Q1 		$3.29M Sell
55,174
-12,694
-19% -$763K 0.06% 246
2025
Q4 		$3.87M Sell
67,868
-2,633
-4% -$152K 0.07% 210
2025
Q3 		$4.14M Sell
70,501
-10,253
-13% -$589K 0.08% 201
2025
Q2 		$4.57M Sell
80,754
-4,830
-6% -$271K 0.11% 175
2025
Q1 		$4.93M Sell
85,584
-2,094
-2% -$121K 0.16% 125
2024
Q4 		$5.02M Sell
87,678
-7,566
-8% -$455K 0.19% 108
2024
Q3 		$5.86M Sell
95,244
-3,003
-3% -$175K 0.36% 51
2024
Q2 		$5.26M Sell
98,247
-2,236
-2% -$116K 0.39% 44
2024
Q1 		$5.41M Sell
100,483
-1,757
-2% -$93.1K 0.5% 29
2023
Q4 		$5.55M Buy
+102,240
New +$5M 0.7% 25

Other funds holding USRT

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
TCOT
Trust Company of Tennessee Knoxville, Tennessee $537M AUM 13.53% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
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