NWF Advisory Services’s iShares Core US REIT ETF USRT Stock Holding History

NWF Advisory Services’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	$283K	Hold	4,598	–	–	0.03%	318
2026 Q2	$306K	Hold	4,598	–	–	0.03%	308
2026 Q1	$272K	Hold	4,598	–	–	0.03%	308
2025 Q4	$262K	Hold	4,598	–	–	0.03%	316
2025 Q3	$270K	Hold	4,598	–	–	0.03%	314
2025 Q2	$260K	Hold	4,598	–	–	0.03%	320
2025 Q1	$265K	Hold	4,598	–	–	0.04%	267
2024 Q4	$264K	Hold	4,598	–	–	0.04%	212
2024 Q3	$283K	Hold	4,598	–	–	0.04%	249
2024 Q2	$246K	Hold	4,598	–	–	0.04%	250
2024 Q1	$247K	Hold	4,598	–	–	0.04%	250
2023 Q4	$250K	Hold	4,598	–	–	0.05%	229
2023 Q3	$217K	Buy	+4,598	New	+$235K	0.05%	225

Other funds holding USRT

TCOT

Trust Company of Tennessee Knoxville, Tennessee $565M AUM 11.71% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return

FTA

Financial & Tax Architects St Louis, Missouri $486M AUM 10.48% 1-Year Est. Return

SRSA

S.R. Schill & Associates Mercer Island, Washington $159M AUM 9.72% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MLFP

MPS Loria Financial Planners Burr Ridge, Illinois $527M AUM 17.98% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

NWF Advisory Services's USRT Position: Q3 2026 in Review

NWF Advisory Services held its iShares Core US REIT ETF (USRT) position steady in Q3 2026 at 4,598 shares worth $283K. The position accounts for 0.03% of the portfolio, ranked #318.

NWF Advisory Services first reported a position in USRT in Q3 2023 and has held it in 13 quarters since. The position peaked at $306K in Q2 2026. 109 funds tracked by Wall St. Rank hold USRT as of Q3 2026.

NWF Advisory Services held 4,598 shares of iShares Core US REIT ETF worth $283K as of Q3 2026.
NWF Advisory Services left its iShares Core US REIT ETF share count unchanged in Q3 2026.
iShares Core US REIT ETF made up 0.03% of NWF Advisory Services's portfolio in Q3 2026, its #318 holding.
NWF Advisory Services first reported a position in iShares Core US REIT ETF in Q3 2023 and has held it in 13 quarters since.
NWF Advisory Services's iShares Core US REIT ETF position peaked at $306K in Q2 2026.
109 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.