MA
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Mutual Advisors’s iShares Core US REIT ETF USRT Stock Holding History

Mutual 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
Q2 		$531K Sell
7,989
-395
-5% -$25.4K 0.01% 910
2026
Q1 		$496K Sell
8,384
-421
-5% -$25.3K 0.01% 887
2025
Q4 		$502K Sell
8,805
-755
-8% -$43.7K 0.01% 872
2025
Q3 		$566K Sell
9,560
-439
-4% -$25.2K 0.01% 802
2025
Q2 		$576K Sell
9,999
-45
-0.4% -$2.52K 0.01% 720
2025
Q1 		$556K Sell
10,044
-147
-1% -$8.51K 0.02% 669
2024
Q4 		$584K Sell
10,191
-271
-3% -$16.3K 0.02% 650
2024
Q3 		$642K Buy
10,462
+20
+0.2% +$1.17K 0.02% 623
2024
Q2 		$594K Sell
10,442
-436
-4% -$22.6K 0.02% 640
2024
Q1 		$585K Sell
10,878
-4,723
-30% -$250K 0.02% 644
2023
Q4 		$847K Buy
15,601
+2,073
+15% +$101K 0.03% 504
2023
Q3 		$638K Sell
13,528
-930
-6% -$47.6K 0.02% 545
2023
Q2 		$743K Sell
14,458
-61
-0.4% -$3.05K 0.03% 526
2023
Q1 		$732K Buy
14,519
+529
+4% +$27.4K 0.03% 517
2022
Q4 		$692K Sell
13,990
-270
-2% -$13.4K 0.03% 509
2022
Q3 		$677K Buy
14,260
+450
+3% +$24.8K 0.03% 482
2022
Q2 		$737K Sell
13,810
-159
-1% -$9.35K 0.05% 430
2022
Q1 		$903K Sell
13,969
-516
-4% -$32.4K 0.05% 407
2021
Q4 		$979K Sell
14,485
-1,149
-7% -$73.1K 0.05% 393
2021
Q3 		$917K Sell
15,634
-810
-5% -$49.3K 0.05% 379
2021
Q2 		$959K Sell
16,444
-405
-2% -$23K 0.06% 360
2021
Q1 		$883K Buy
16,849
+1,962
+13% +$98.7K 0.06% 348
2020
Q4 		$721K Buy
14,887
+999
+7% +$46.6K 0.05% 391
2020
Q3 		$607K Buy
13,888
+789
+6% +$35.2K 0.05% 379
2020
Q2 		$570K Buy
13,099
+1,801
+16% +$75.6K 0.06% 353
2020
Q1 		$443K Buy
11,298
+813
+8% +$41.5K 0.06% 310
2019
Q4 		$572K Buy
10,485
+2,456
+31% +$135K 0.06% 320
2019
Q3 		$446K Buy
8,029
+2,125
+36% +$114K 0.06% 327
2019
Q2 		$307K Buy
+5,904
New +$307K 0.04% 440

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

Mutual Advisors's USRT Position: Q2 2026 in Review

Mutual Advisors reduced its iShares Core US REIT ETF (USRT) stake by 4.7% in Q2 2026, selling an estimated $25.4K and leaving 7,989 shares worth $531K. The position accounts for 0.01% of the portfolio, ranked #910.

Mutual Advisors first reported a position in USRT in Q2 2019 and has held it in 29 quarters since. The position peaked at $979K in Q4 2021. 440 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Mutual Advisors held 7,989 shares of iShares Core US REIT ETF worth $531K as of Q2 2026.
  • Mutual Advisors sold 395 iShares Core US REIT ETF shares in Q2 2026, an estimated $25.4K.
  • iShares Core US REIT ETF made up 0.01% of Mutual Advisors's portfolio in Q2 2026, its #910 holding.
  • Mutual Advisors first reported a position in iShares Core US REIT ETF in Q2 2019 and has held it in 29 quarters since.
  • Mutual Advisors's iShares Core US REIT ETF position peaked at $979K in Q4 2021.
  • 440 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.