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

RVW Wealth’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 		$352K Hold
5,717
– – 0.02% 137
2026
Q2 		$380K Hold
5,717
– – 0.03% 127
2026
Q1 		$338K Hold
5,717
– – 0.03% 135
2025
Q4 		$326K Hold
5,717
– – 0.02% 135
2025
Q3 		$336K Hold
5,717
– – 0.03% 135
2025
Q2 		$323K Hold
5,717
– – 0.03% 137
2025
Q1 		$329K Hold
5,717
– – 0.03% 119
2024
Q4 		$328K Sell
5,717
-6,194
-52% -$373K 0.03% 116
2024
Q3 		$733K Sell
11,911
-161
-1% -$9.4K 0.07% 76
2024
Q2 		$647K Sell
12,072
-8,236
-41% -$427K 0.06% 76
2024
Q1 		$1.09M Sell
20,308
-423
-2% -$22.4K 0.11% 64
2023
Q4 		$1.13M Hold
20,731
– – 0.12% 67
2023
Q3 		$978K Sell
20,731
-651
-3% -$33.3K 0.12% 70
2023
Q2 		$1.1M Sell
21,382
-1,189
-5% -$59.5K 0.13% 69
2023
Q1 		$1.14M Hold
22,571
– – 0.14% 69
2022
Q4 		$1.12M Sell
22,571
-39
-0.2% -$1.93K 0.14% 69
2022
Q3 		$1.07M Buy
22,610
+8
+0% +$440 0.15% 72
2022
Q2 		$1.21M Hold
22,602
– – 0.16% 71
2022
Q1 		$1.46M Hold
22,602
– – 0.17% 62
2021
Q4 		$1.53M Sell
22,602
-8
-0% -$509 0.17% 60
2021
Q3 		$1M Sell
22,610
-3,273
-13% -$199K 0.12% 82
2021
Q2 		$2M Sell
25,883
-5,093
-16% -$289K 0.25% 51
2021
Q1 		$2M Hold
30,976
– – 0.26% 51
2020
Q4 		$1M Buy
30,976
+39
+0.1% +$1.82K 0.15% 90
2020
Q3 		$1.35M Sell
30,937
-4,675
-13% -$209K 0.23% 53
2020
Q2 		$1.55M Buy
35,612
+2,949
+9% +$124K 0.28% 49
2020
Q1 		$1.28M Buy
+32,663
New +$1.67M 0.3% 55

Other funds holding USRT

Wealth Enhancement Advisory Services
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
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
SPWM
Spartan Planning & Wealth Management Greensboro, North Carolina $153M AUM 30.75% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return

RVW Wealth's USRT Position: Q3 2026 in Review

RVW Wealth held its iShares Core US REIT ETF (USRT) position steady in Q3 2026 at 5,717 shares worth $352K. The position accounts for 0.02% of the portfolio, ranked #137.

RVW Wealth first reported a position in USRT in Q1 2020 and has held it in 27 quarters since. The position peaked at $2M in Q2 2021. 54 funds tracked by Wall St. Rank hold USRT as of Q3 2026.

  • RVW Wealth held 5,717 shares of iShares Core US REIT ETF worth $352K as of Q3 2026.
  • RVW Wealth left its iShares Core US REIT ETF share count unchanged in Q3 2026.
  • iShares Core US REIT ETF made up 0.02% of RVW Wealth's portfolio in Q3 2026, its #137 holding.
  • RVW Wealth first reported a position in iShares Core US REIT ETF in Q1 2020 and has held it in 27 quarters since.
  • RVW Wealth's iShares Core US REIT ETF position peaked at $2M in Q2 2021.
  • 54 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2026.

Based on RVW Wealth's 13F filing for Q3 2026, filed 6 Oct 2026.