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Sequoia Financial Advisors’s iShares Core US REIT ETF USRT Stock Holding History

Sequoia Financial 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 		$272K Buy
4,091
+11
+0.3% +$709 ﹤0.01% 1751
2026
Q1 		$242K Buy
4,080
+26
+0.6% +$1.56K ﹤0.01% 1687
2025
Q4 		$231K Sell
4,054
-11
-0.3% -$637 ﹤0.01% 1728
2025
Q3 		$239K Buy
4,065
+15
+0.4% +$861 ﹤0.01% 1522
2025
Q2 		$229K Sell
4,050
-800
-16% -$44.8K ﹤0.01% 1420
2025
Q1 		$279K Sell
4,850
-40
-0.8% -$2.32K ﹤0.01% 1095
2024
Q4 		$280K Buy
4,890
+515
+12% +$31K ﹤0.01% 1053
2024
Q3 		$269K Sell
4,375
-96
-2% -$5.6K ﹤0.01% 1022
2024
Q2 		$239K Sell
4,471
-8
-0.2% -$415 ﹤0.01% 999
2024
Q1 		$241K Sell
4,479
-11,633
-72% -$616K ﹤0.01% 961
2023
Q4 		$875K Buy
+16,112
New +$788K 0.01% 566
2023
Q3 		– Sell
-3,999
Closed -$206K – 1012
2023
Q2 		$206K Buy
+3,999
New +$200K ﹤0.01% 859
2022
Q3 		– Sell
-4,044
Closed -$216K – 588
2022
Q2 		$216K Sell
4,044
-439
-10% -$25.8K 0.01% 527
2022
Q1 		$290K Sell
4,483
-1,892
-30% -$119K 0.01% 512
2021
Q4 		$431K Buy
+6,375
New +$406K 0.01% 359
2021
Q3 		– Sell
-7,999
Closed -$467K – 442
2021
Q2 		$467K Buy
7,999
+2
+0% +$114 0.02% 291
2021
Q1 		$419K Sell
7,997
-13
-0.2% -$654 0.02% 279
2020
Q4 		$388K Buy
8,010
+15
+0.2% +$699 0.02% 283
2020
Q3 		$350K Sell
7,995
-59
-0.7% -$2.63K 0.02% 275
2020
Q2 		$350K Sell
8,054
-609
-7% -$25.6K 0.02% 270
2020
Q1 		$339K Sell
8,663
-2,569
-23% -$131K 0.03% 247
2019
Q4 		$613K Buy
11,232
+179
+2% +$9.85K 0.04% 191
2019
Q3 		$614K Sell
11,053
-5,416
-33% -$291K 0.04% 173
2019
Q2 		$857K Sell
16,469
-556
-3% -$29K 0.06% 140
2019
Q1 		$881K Sell
17,025
-1,616
-9% -$80.1K 0.07% 129
2018
Q4 		$836K Buy
+18,641
New +$883K 0.1% 113

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Sequoia Financial Advisors's USRT Position: Q2 2026 in Review

Sequoia Financial Advisors increased its iShares Core US REIT ETF (USRT) stake by 0.27% in Q2 2026, buying an estimated $709 and bringing the position to 4,091 shares worth $272K. The position accounts for ﹤0.01% of the portfolio, ranked #1751.

Sequoia Financial Advisors first reported a position in USRT in Q4 2018 and has held it in 26 quarters since. The position peaked at $881K in Q1 2019. 442 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Sequoia Financial Advisors held 4,091 shares of iShares Core US REIT ETF worth $272K as of Q2 2026.
  • Sequoia Financial Advisors bought 11 iShares Core US REIT ETF shares in Q2 2026, an estimated $709.
  • iShares Core US REIT ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1751 holding.
  • Sequoia Financial Advisors first reported a position in iShares Core US REIT ETF in Q4 2018 and has held it in 26 quarters since.
  • Sequoia Financial Advisors's iShares Core US REIT ETF position peaked at $881K in Q1 2019.
  • 442 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.