SFA
USRT icon

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
2024
Q4 		– Hold
0
– -$24.6K – 1427
2024
Q3 		– Hold
0
– – – 1278

Other funds holding USRT

TCOT
Trust Company of Tennessee Knoxville, Tennessee $572M AUM 19.47% 1-Year Est. Return
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

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. 194 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.
  • 194 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.