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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

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

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

DCM

Disciplina Capital Management Nashville, Tennessee $944M AUM 10.02% 1-Year Est. Return

NWF Advisory Services's USRT Position: Q1 2026 in Review

NWF Advisory Services held its iShares Core US REIT ETF (USRT) position steady in Q1 2026 at 4,598 shares worth $272K. The position accounts for 0.03% of the portfolio, ranked #308.

NWF Advisory Services first reported a position in USRT in Q3 2023 and has held it in 11 quarters since. The position peaked at $283K in Q3 2024. 400 funds tracked by Wall St. Rank hold USRT as of Q1 2026.

NWF Advisory Services held 4,598 shares of iShares Core US REIT ETF worth $272K as of Q1 2026.
NWF Advisory Services left its iShares Core US REIT ETF share count unchanged in Q1 2026.
iShares Core US REIT ETF made up 0.03% of NWF Advisory Services's portfolio in Q1 2026, its #308 holding.
NWF Advisory Services first reported a position in iShares Core US REIT ETF in Q3 2023 and has held it in 11 quarters since.
NWF Advisory Services's iShares Core US REIT ETF position peaked at $283K in Q3 2024.
400 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.