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Opal Wealth Advisors’s iShares Core US REIT ETF USRT Stock Holding History

Opal Wealth 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
Q1 		$29K Buy
+490
New +$29.4K 0.01% 514
2025
Q3 		– Sell
-490
Closed -$27.7K – 525
2025
Q2 		$27.7K Hold
490
– – 0.01% 493
2025
Q1 		$28.2K Buy
+490
New +$28.4K 0.01% 455
2024
Q3 		– Sell
-490
Closed -$26.2K – 1116
2024
Q2 		$26.2K Buy
+490
New +$25.4K 0.01% 444

Other funds holding USRT

BlackRock
BlackRock New York $5.72T 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 $70.8B AUM 21.68% 1-Year Est. Return
DCM
Disciplina Capital Management Nashville, Tennessee $944M AUM 10.02% 1-Year Est. Return

Opal Wealth Advisors's USRT Position: Q1 2026 in Review

Opal Wealth Advisors opened a new position in iShares Core US REIT ETF (USRT) in Q1 2026: 490 shares worth $29K. The stake represents 0.01% of the portfolio and ranks #514 among its holdings. This is a return to the name: Opal Wealth Advisors previously reported a position in USRT as recently as Q2 2025.

Opal Wealth Advisors first reported a position in USRT in Q2 2024 and has held it in 4 quarters since. 400 funds tracked by Wall St. Rank hold USRT as of Q1 2026.

  • Opal Wealth Advisors held 490 shares of iShares Core US REIT ETF worth $29K as of Q1 2026.
  • iShares Core US REIT ETF was a new Opal Wealth Advisors position in Q1 2026.
  • iShares Core US REIT ETF made up 0.01% of Opal Wealth Advisors's portfolio in Q1 2026, its #514 holding.
  • Opal Wealth Advisors first reported a position in iShares Core US REIT ETF in Q2 2024 and has held it in 4 quarters since.
  • 400 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.