Sheets Smith Wealth Management
USRT icon

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
Q3 		$935K Buy
15,191
+3,735
+33% +$247K 0.1% 196
2026
Q2 		$761K Buy
+11,456
New +$738K 0.08% 239

Other funds holding USRT

TCOT
Trust Company of Tennessee Knoxville, Tennessee $565M AUM 11.71% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Charles Schwab Trust
Charles Schwab Trust Henderson, Nevada $1.73B AUM 11.35% 1-Year Est. Return
FTA
Financial & Tax Architects St Louis, Missouri $486M AUM 10.48% 1-Year Est. Return
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
MWP
Moller Wealth Partners $545M AUM 11.15% 1-Year Est. Return
Cornerstone Management
Cornerstone Management Duluth, Georgia $673M AUM 7.67% 1-Year Est. Return
Canandaigua National Bank & Trust
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Sheets Smith Wealth Management's USRT Position: Q3 2026 in Review

Sheets Smith Wealth Management increased its iShares Core US REIT ETF (USRT) stake by 33% in Q3 2026, buying an estimated $247K and bringing the position to 15,191 shares worth $935K. The position accounts for 0.1% of the portfolio, ranked #196.

Sheets Smith Wealth Management first reported a position in USRT in Q2 2026 and has held it in 2 quarters since. 90 funds tracked by Wall St. Rank hold USRT as of Q3 2026.

  • Sheets Smith Wealth Management held 15,191 shares of iShares Core US REIT ETF worth $935K as of Q3 2026.
  • Sheets Smith Wealth Management bought 3,735 iShares Core US REIT ETF shares in Q3 2026, an estimated $247K.
  • iShares Core US REIT ETF made up 0.1% of Sheets Smith Wealth Management's portfolio in Q3 2026, its #196 holding.
  • Sheets Smith Wealth Management first reported a position in iShares Core US REIT ETF in Q2 2026 and has held it in 2 quarters since.
  • 90 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.