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Pension & Wealth Management Advisors’s iShares Core US REIT ETF USRT Stock Holding History

Pension & Wealth Management 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 		$59.8K Hold
900
– – 0.02% 300
2026
Q1 		$53.3K Hold
900
– – 0.02% 291
2025
Q4 		$51.3K Hold
900
– – 0.02% 296
2025
Q3 		$52.8K Sell
900
-900
-50% -$51.7K 0.02% 268
2025
Q2 		$102K Buy
+1,800
New +$101K 0.03% 201

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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pension & Wealth Management Advisors's USRT Position: Q2 2026 in Review

Pension & Wealth Management Advisors held its iShares Core US REIT ETF (USRT) position steady in Q2 2026 at 900 shares worth $59.8K. The position accounts for 0.02% of the portfolio, ranked #300.

Pension & Wealth Management Advisors first reported a position in USRT in Q2 2025 and has held it in 5 quarters since. The position peaked at $102K in Q2 2025. 422 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Pension & Wealth Management Advisors held 900 shares of iShares Core US REIT ETF worth $59.8K as of Q2 2026.
  • Pension & Wealth Management Advisors left its iShares Core US REIT ETF share count unchanged in Q2 2026.
  • iShares Core US REIT ETF made up 0.02% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #300 holding.
  • Pension & Wealth Management Advisors first reported a position in iShares Core US REIT ETF in Q2 2025 and has held it in 5 quarters since.
  • Pension & Wealth Management Advisors's iShares Core US REIT ETF position peaked at $102K in Q2 2025.
  • 422 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.