Sheets Smith Wealth Management’s iShares Core US REIT ETF USRT Stock Holding History

Sheets Smith Wealth Management’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	$761K	Buy	+11,456	New	+$738K	0.08%	239

Other funds holding USRT

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Sheets Smith Wealth Management's USRT Position: Q2 2026 in Review

Sheets Smith Wealth Management opened a new position in iShares Core US REIT ETF (USRT) in Q2 2026: 11,456 shares worth $761K. The stake represents 0.08% of the portfolio and ranks #239 among its holdings.

440 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

Sheets Smith Wealth Management held 11,456 shares of iShares Core US REIT ETF worth $761K as of Q2 2026.
iShares Core US REIT ETF was a new Sheets Smith Wealth Management position in Q2 2026.
iShares Core US REIT ETF made up 0.08% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #239 holding.
440 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.