OSNBOA
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Old Second National Bank of Aurora’s iShares Core US REIT ETF USRT Stock Holding History

Old Second National Bank of Aurora’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 		$108K Sell
1,629
-1,163
-42% -$74.9K 0.02% 163
2026
Q1 		$165K Sell
2,792
-51
-2% -$3.06K 0.03% 141
2025
Q4 		$162K Sell
2,843
-146
-5% -$8.45K 0.03% 142
2025
Q3 		$176K Sell
2,989
-55
-2% -$3.16K 0.04% 139
2025
Q2 		$172K Sell
3,044
-16
-0.5% -$897 0.04% 136
2025
Q1 		$176K Sell
3,060
-60
-2% -$3.48K 0.04% 142
2024
Q4 		$179K Buy
3,120
+704
+29% +$42.4K 0.04% 147
2024
Q3 		$149K Sell
2,416
-169
-7% -$9.87K 0.04% 151
2024
Q2 		$138K Buy
2,585
+992
+62% +$51.5K 0.04% 149
2024
Q1 		$85.7K Buy
1,593
+20
+1% +$1.06K 0.02% 168
2023
Q4 		$85.4K Buy
1,573
+212
+16% +$10.4K 0.02% 174
2023
Q3 		$64.2K Sell
1,361
-8
-0.6% -$409 0.02% 181
2023
Q2 		$70.4K Buy
1,369
+300
+28% +$15K 0.02% 182
2023
Q1 		$53.9K Buy
1,069
+60
+6% +$3.11K 0.02% 197
2022
Q4 		$49.9K Buy
1,009
+139
+16% +$6.89K 0.01% 192
2022
Q3 		$41K Buy
870
+9
+1% +$495 0.01% 204
2022
Q2 		$46K Sell
861
-67
-7% -$3.94K 0.01% 197
2022
Q1 		$60K Sell
928
-76
-8% -$4.77K 0.02% 189
2021
Q4 		$49K Buy
1,004
+170
+20% +$10.8K 0.01% 189
2021
Q3 		$49K Buy
834
+27
+3% +$1.64K 0.01% 202
2021
Q2 		$47K Sell
807
-26
-3% -$1.48K 0.01% 200
2021
Q1 		$44K Buy
833
+72
+9% +$3.62K 0.01% 200
2020
Q4 		$37K Buy
761
+27
+4% +$1.26K 0.01% 199
2020
Q3 		$32K Buy
734
+52
+8% +$2.32K 0.01% 204
2020
Q2 		$30K Hold
682
– – 0.01% 217
2020
Q1 		$27K Buy
682
+20
+3% +$1.02K 0.01% 220
2019
Q4 		$36K Buy
662
+60
+10% +$3.3K 0.01% 223
2019
Q3 		$33K Buy
602
+486
+419% +$26.1K 0.01% 218
2019
Q2 		$6K Hold
116
– – ﹤0.01% 338
2019
Q1 		$6K Sell
116
-17,750
-99% -$880K ﹤0.01% 350
2018
Q4 		$801K Buy
+17,866
New +$846K 0.33% 77

Other funds holding USRT

AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
9FG
93 Financial Group Woburn, Massachusetts $253M AUM
FTA
Financial & Tax Architects St Louis, Missouri $474M AUM 16.26% 1-Year Est. Return
SRSA
S.R. Schill & Associates Mercer Island, Washington $166M AUM 17.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Old Second National Bank of Aurora's USRT Position: Q2 2026 in Review

Old Second National Bank of Aurora reduced its iShares Core US REIT ETF (USRT) stake by 42% in Q2 2026, selling an estimated $74.9K and leaving 1,629 shares worth $108K. The position accounts for 0.02% of the portfolio, ranked #163.

Old Second National Bank of Aurora first reported a position in USRT in Q4 2018 and has held it in 31 quarters since. The position peaked at $801K in Q4 2018. 174 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Old Second National Bank of Aurora held 1,629 shares of iShares Core US REIT ETF worth $108K as of Q2 2026.
  • Old Second National Bank of Aurora sold 1,163 iShares Core US REIT ETF shares in Q2 2026, an estimated $74.9K.
  • iShares Core US REIT ETF made up 0.02% of Old Second National Bank of Aurora's portfolio in Q2 2026, its #163 holding.
  • Old Second National Bank of Aurora first reported a position in iShares Core US REIT ETF in Q4 2018 and has held it in 31 quarters since.
  • Old Second National Bank of Aurora's iShares Core US REIT ETF position peaked at $801K in Q4 2018.
  • 174 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Old Second National Bank of Aurora's 13F filing for Q2 2026, filed 21 Jul 2026.